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Original Signatures Required on Direction of Investment Forms

Direction of Investment Form Must Have Original Signature

Original SignaturePut your John Hancock right there.

Sunwest Trust now requires original signatures on all Direction of Investment forms. The Direction of Investment form is used anytime you want to buy or sell anything through your IRA account. Although Sunwest Trust has never sent out funds due to a fraudulent Direction of Investment form, we do see the potential for this to be a problem. With all the email hacking that is going on these days, we’re worried about the potential of someone coming across a completed Direction of Investment form and changing the information on the form without the client being aware of it.

This decision is to protect you

We understand that this may be an inconvenience for some of you, but we have made this decision with our client’s best interests at heart. This is being written into our company’s policies and procedures and there will be no exceptions to this new rule.

It’s literally never too late to invest, even if you’ve never invested in your life and you’re nearing retirement.  by Andrew Horowitz –How to Invest When You’re Older– www.quickanddirtytips.com.

Don’t wait to invest – the clock is ticking

In order to avoid delays in your investments, please make sure to put your Direction of Investment form in the mail a few days prior to when you need the funds sent out. If you have an emergency and you need to get your investment done right away, you can overnight your form to our physical address, which is:

Sunwest Trust
3240 Juan Tabo Blvd NE Bldg D
Albuquerque, NM 87111

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