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RMI IX Forms

ACH (Direct Deposit) Form

Address Change Form

RMI IX Asset Transfer Form

Please ensure to enclose a check for $75.00 made payable to: Phoenix American for Redwood Mortgage. Asset Transfer forms received without the $75.00 fee will delay the transfer process. The fee is necessary to offset a portion of the legal third party review of the documents.

(Note: if a Trust Document is necessary it is important to either include the entire trust or at a minimum the first four pages and last four pages of the document. If a death certificate is necessary please provide as well) The Asset Transfer Form has the address in upper right corner to send all the documents.

RMI IX DRP Change Form

Financial Advisor Change Form

Transfer on Death Form

If converting an existing investment to a TOD, please also send an Asset Transfer Form along with the Transfer on Death form.

RMI IX Redemption Information

RMI IX Unit Redemption Request

For investments held in a custodial account, please make sure the form is medallion stamped by the custodian and forwarded to our office. We will not accept forms without a stamp.
For custodial positions, the redemption proceeds must be paid to the account on file. Please reach out to the custodian for any money movement questions.
Non-custodial position redemption forms can be emailed to

FOR REFERENCE ONLY. Past performance is no guarantee of future results. There can be no assurance the investment objectives described herein will be achieved. This material is not an offer to sell securities. This investment is subject to substantial risks. These risks include absence of a public market for your units, limited transferability and lack of liquidity, reliance on the fund's general partners, and potential conflicts of interest.

All photos are for illustrative purposes.
Properties pictured are not owned by or to be acquired by Redwood Mortgage Investors.

(650) 365-5341 | | 155 Bovet Road, Suite 302, San Mateo, CA 94402

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