Aequitas Tonkon Payment Form

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Aequitas – Tonkon Torp Settlement – Online Direction to Pay Form

Name*

First

Last

Client (Investor ID)*

Phone*

Email address*

Check this box if you would like to have this settlement handled in the same way as previous distributions.

Yes, use my previous information to process

****If you have new directions or an address change, please fill out the form below.****

Please fill out this information promptly. To ensure the accuracy of the settlement payments, we can only send out settlement checks to clients who have completed this information.

Name or account name (e.g. IRA account) that the check should be made out to

Amount

Any special information that should be on the check (ex. account #, etc.)

Mailing address for payment

Attention:

Street

City

State

ZIP

If you will need multiple checks issued for the same Investor ID, please send an email to Christine Arnoult at carnoult@peifferwolf.com with the following information for each check:

Name or account name (e.g. IRA account) that the check should be made out to
Amount
Any special information that should be on the check (ex. account #, etc.)
Mailing Address

This field should be left blank

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Aequitas – Tonkon Torp Settlement – Online Direction to Pay Form

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