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