Deposit Slip For Private Equity Form
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1DEPOSIT SLIP FOR PRIVATE EQUITY
Make checks payable to PENSCO, FBO (client’s name), IRA (or Solo(k) if applicable).
To be used to deposit a check for one or more accounts and/or assets. Investment types may include Corporate
Stock, LLCs, LPs, Hedge Funds, etc.
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______________________________________________
_____________________________________
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umber
oTal
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mouNT
To be applied to the following accounts and/or assets:
1. Client Name: _________________________________________________ Amount Towards Acct.: $_________________________________
Asset Description: ___________________________________________________________________________________________________________
Proceeds from Sale of Asset or
Return of Capital
,
Full or
Partial
If Sale or Return of Capital
please indicate:
l,
If partia
please indicate:
Number of Shares Sold/Returned: __________ or Percent Sold/Returned: __________%
Other (
: ____________________________________________________________
Please Explain)
PENSCO Account Number
Asset ID
2. Client Name: _________________________________________________ Amount Towards Acct.: $_________________________________
Asset Description: ___________________________________________________________________________________________________________
Proceeds from Sale of Asset or
Return of Capital
,
Full or
Partial
If Sale or Return of Capital
please indicate:
l,
If partia
please indicate:
Number of Shares Sold/Returned: __________ or Percent Sold/Returned: __________%
Other (
: ____________________________________________________________
Please Explain)
PENSCO Account Number
Asset ID
3. Client Name: _________________________________________________ Amount Towards Acct.: $_________________________________
Asset Description: ___________________________________________________________________________________________________________
Proceeds from Sale of Asset or
Return of Capital
,
Full or
Partial
If Sale or Return of Capital
please indicate:
l,
If partia
please indicate:
Number of Shares Sold/Returned: __________ or Percent Sold/Returned: __________%
Other (
: ____________________________________________________________
Please Explain)
PENSCO Account Number
Asset ID
Send checks to:
For express deliveries:
Questions?
PENSCO
PENSCO
Call 1-800-962-4238
1560 Broadway, Suite 400
P.O. Box 173859
Denver, CO 80202-3331
Denver, CO 80217-3859
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