Investor Documentation

For the ease and convenience to better understand the documentation required to become an Investor at CM Capital Services, please view the New Investor Account Checklist and access Your Complete Guide to Becoming a Trust Deed Investor.

REQUIRED INVESTOR DOCUMENTATION

CM Capital Services Investor Account Form
Loan Servicing Agreement
Investor's Acknowledgement of Understanding Form
Disbursement of Monthly Interest Payments Form
Disbursement Disclosure Form
W-9 Form

Trust / Entity Documentation
Photocopy of Government-Issued Photo Identification

OTHER INFORMATION

Change of Address/Telephone Form

BACK | STEP 3: SELECT AN INVESTMENT