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Limited Partnership Investors
TRANSACTION TIPS
To proceed with the transfer of your limited partnership units to us, please follow the steps below. If you have any questions, or need assistance call us toll-free at (800) 896-8913.
- Complete the Agreement of Assignment and Transfer ("Agreement").
- Sign the Agreement in front of your banker or broker. All registered owners must sign, and each signature must be Medallion Signature Guaranteed.
- Return the completed Agreement to us, along with your original limited partnership certificate. Click here for our mailing address and contact information.
If you wish to sell units held in an IRA or Keogh account, trust, profit sharing or pension plan, please contact us for special instructions.
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