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RMI VIII Forms


ACH (Direct Deposit) Form

ACH form can be emailed to info@redwoodmortgage.com

Address Change Form

Address change form can be emailed to info@redwoodmortgage.com

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.

Financial Advisor Change Form


RMI VIII Liquidation Information


RMI VIII Liquidation Request Form

Non-custodial liquidation requests can be emailed to info@redwoodmortgage.com

RMI VIII Liquidation Request Form (Custodial)

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.

RMI VIII Liquidation Change/Stop 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.

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 | info@redwoodmortgage.com | 155 Bovet Road, Suite 302, San Mateo, CA 94402

Copyright 2024. All Rights Reserved.

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