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Investor Relations documents and downloads.

Memorandum

Click below to download and print the USA Sail memorandum. Please provide all required information and sign where indicated. IRA accounts will also need to complete the IRA forms listed below.

* IRA accounts should ONLY initial pages 19 & 21 as your signature is not required on these pages. Your IRA custodian will be the actual signer.

USA Sail Memorandum

Entrust IRA Account Documents

Please print all 4 forms shown in red, provide all required information and sign where indicated. Forms shown in blue should be printed and kept for your records. Existing IRA's that are transferring all or part of their IRA must also complete Transfer -Rollover.

Application     Fee Disclosure     Buy Directional Letter    Affirmation Statement

5305-A Disclosure       Transfer-Rollover

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