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Next Steps for Investors using IRA 

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Next Steps for Investors Using IRA

 

Click here if you are using cash

Thank you for making a commitment to participate in the funding of a loan for your nonprofit. Your involvement in this loan will play a huge role in helping the vision of your organization become a reality...and that is very exciting. 

So what's next? Here's what we will need from you in order to close this loan successfully. 

  • STEP 1Sign a Note Purchase Agreement (this will be sent to your email via DocuSign soon after making your commitment). 

  • STEP 2: Fill out the paperwork to transfer your IRA (these forms will be sent to your email via DocuSign soon after making your commitment and will be held until the funding phase).

  • STEP 3: Designate a bank account to receive your interest and principal payments. We will send this form via DocuSign. 

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Step 1: Sign the Note Purchase Agreement

You will receive a Note Purchase Agreement (NPA) to the email address you used to make your commitment.

This email will come from DocuSign and you will receive an email from Semble stating that it has been sent. 

You do not fund your commitment at this time and the NPA is not a legally binding document.

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Step 2: Complete IRA Transfer Forms 

You have indicated that you would like to use retirement funds as your funding source. If you are using cash instead,please click here.

Soon after indicating whether you are using a Traditional or Roth IRA on your NPA, we will send you the GoldStar application, IRA Direct Rollover Request, and Investment Direction forms via Docusign. 

Once you have completed these forms, they will be held until the funding phase. 

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Step 3: Designate a Bank Account

Now it's time to receive your interest payments. You will designate a bank account to receive your quarterly payments (we do not have authorization to withdraw funds from this account).

This document will be also be sent to you via DocuSign prior to closing.

Why do we use DocuSign?

DocuSign is more secure than paper and we find their platform easy to use. DocuSign meets the industry’s rigorous security certification standards, and uses the strongest data encryption technologies available. No other Digital Transaction Management (DTM) company can match the enterprise security and operations investments DocuSign has made

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