Open Account &#8211; Custodial

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NEW ACCOUNT CHECKLIST -

We’re thrilled you’ve chosen to open a Custodial Account with us. Before you start the application, be sure to gather the important info you’ll need to complete your application.

Don’t worry if you need to pause—our system will save your progress so you can pick up right where you left off. Let’s get started on opening your Custodial Account and taking the next step toward achieving your investment goals!

W‑9 Form (for taxable entity or person)
Copy of a Valid Government Issued Photo Identification
- Driver’s License
- State Issued ID or
- Passport
For Custodial Plan, the following documentation is required:
- Legal Plan/Trust Name & Effective Date
- Name(s) of Trustee(s), Custodian, or Administrator
- Power/Authority of Trustee(s) to invest assets
- Submitted docs must include signature page

I confirm I have these documents.

1How did you hear about us

2Account Type

3Custodial Info

4Minor/Guardian Info

5Primary Information

6Secondary Inormation

7Client Relationship Questions

8Suitability Requirements

9Other Forms

10Disbursement Prfile

11Acknowledgements

Lets get to know you

Where did you hear about Ignite Funding?(Required)

Select Your Account Type

What type of account do you want to open?(Required)

Custodial Plan Name(Required)

Upload Entity Documents(Required)

Drop files here or

Accepted file types: pdf, jpg, jpeg, gif, png, tiff, Max. file size: 100 MB, Max. files: 1.

Irrevocable Life Insurance Trust, Pension Plan, Profit Sharing Plan, or 401(k) This would include plan/trust documents and/or Adoption Agreement including legal plan/trust name and effective date, name(s) of the Trustee (s), Insurer(s), Administrator(s) and/or Custodian, power or authority to invest plan/assets, vesting requirements (if applicable), and the signature page of the plan/trust.

Is the Custodial Plan the taxable entity?(Required)

Yes

Custodial Plan EIN(Required)

Custodial Form W-9(Required)

Drop files here or

Accepted file types: pdf, jpg, jpeg, gif, png, tiff, Max. file size: 100 MB, Max. files: 1.

Need to download a Form W-9? Click here.

Does your plan have a Custodian or Administrator or both?

Plan has a Custodian

Plan has an Administrator

Plan has both

Name of Plan Custodian(Required)

Plan Custodian Address(Required)

Street Address City State ZIP Code

Plan Custodian Phone(Required)

Plan Custodian E-mail Address(Required)

Name of Plan Administrator(Required)

Plan Administrator Address(Required)

Street Address City State / Province / Region ZIP / Postal Code

Plan Administrator Phone(Required)

Plan Administrator E-mail Address(Required)

Minor First Name(Required)

Minor Middle Name

Minor Last Name(Required)

Minor Suffix

Minor DOB(Required)

MM slash DD slash YYYY

Minor SSN(Required)

W-9 Form for the Minor (executed by the Guardian)(Required)

Drop files here or

Accepted file types: pdf, jpg, jpeg, gif, png, tiff, Max. file size: 100 MB, Max. files: 1.

Need to download a Form W-9? Click here.

Minor Address(Required)

Street Address City State ZIP Code

Guardian Salutation(Required)

Guardian First Name(Required)

Guardian Middle Name

Guardian Last Name(Required)

Guardian Suffix

Guardian Address(Required)

Street Address City State ZIP Code

Guardian Phone Number(Required)

The Guardian Phone Number will be the phone number used for all telephone correspondence related to the investments.

Guardian Email Address(Required)

The Guardian Email Address will be the email address used for all electronic correspondence related to the investments.

Guardian Type of Government Issued ID(Required)

Guardian Government ID #(Required)

Guardian ID Exp. Date(Required)

MM slash DD slash YYYY

Upload your copy of a Government Issued ID(Required)

Drop files here or

Accepted file types: pdf, jpg, jpeg, gif, png, tiff, Max. file size: 50 MB, Max. files: 1.

Driver's License, State Issued Identification or Passport is required to be provided for verification purposes.

Authorized Primary Account Owner Information

Marital Status(Required)

Single

Married

Authorized Primary Salutation(Required)

Authorized Primary Plan Title(Required)

Example: Trustee, Manager, etc.

Authorized Primary First Name(Required)

Authorized Primary Middle Name

Authorized Primary Last Name(Required)

Authorized Primary Suffix

Authorized Primary DOB(Required)

MM slash DD slash YYYY

Authorized Primary SSN(Required)

The SSN will be used for verification purposes and the Authorized Primary Account Owner will be the taxable person and must provide an electronic copy of Form W-9 (Department of Treasury Internal Revenue Service) for tax purposes. Click here to download.

Authorized W-9

Drop files here or

Max. file size: 80 MB, Max. files: 1.

Need to download a Form W-9? Click here.

Authorized Primary Address(Required)

Street Address City State ZIP Code

Authorized Primary Phone Number(Required)

The Authorized Primary Phone Number will be the phone number used for all telephone correspondence related to the investments.

Authorized Primary Email Address(Required)

The Authorized Primary Email Address will be the email address used for all electronic correspondence related to the investments.

Authorized Primary Type of Government Issued ID(Required)

Authorized Primary ID #(Required)

Authorized Primary ID Expiration Date(Required)

MM slash DD slash YYYY

Upload your copy of a Government Issued ID(Required)

Drop files here or

Accepted file types: pdf, jpg, jpeg, gif, png, tiff, Max. file size: 50 MB, Max. files: 1.

Driver's License, State Issued Identification or Passport is required to be provided for verification purposes.

Will the account have a Secondary Account Owner assigned to it:(Required)

Yes, the account will have a Secondary Account Owner

No, the account will NOT have a Secondary Account Owner

Authorized Secondary Account Owner

Marital Status(Required)

Single

Married

Authorized Secondary Salutation(Required)

Authorized Secondary Plan Title(Required)

Example: Trustee, Manager, etc.

Authorized Secondary First Name(Required)

Authorized Secondary Middle Name

Authorized Secondary Last Name(Required)

Authorized Secondary Suffix

Authorized Secondary DOB(Required)

MM slash DD slash YYYY

Authorized Secondary SSN(Required)

The SSN will only be used for verification purposes. For Custodial Plans without an EIN identified the Authorized Primary will be the taxale person.

Authorized Secondary Address(Required)

Street Address City State ZIP Code

Authorized Secondary Phone Number(Required)

The Authorized Secondary Phone Number will be the phone number used if the Authorized Primary Phone Number is disconnected or non-responsive.

Authorized Secondary Email Address(Required)

The Authorized Secondary Email Address will be the email address used for all electronic correspondence related to the investments.

Authorized Secondary Type of Government Issued ID(Required)

Authorized Secondary ID #(Required)

Authorized Secondary ID Expiration Date(Required)

MM slash DD slash YYYY

Upload your copy of a Government Issued ID(Required)

Drop files here or

Accepted file types: pdf, jpg, jpeg, gif, png, tiff, Max. file size: 50 MB, Max. files: 1.

An electronic copy of a Government Issued ID (Driver's License, State Issued Identification or Passport) is required to be provided for verification purposes.

Client Relationship Questions

Is the Authorized Primary or Guardian related to an employee at Ignite Funding?(Required)

Yes

If Yes, Name(Required)

Relationship(Required)

Is the Authorized Secondary related to an employee at Ignite Funding?(Required)

Yes

If Yes, Name(Required)

Relationship(Required)

Suitability Requirements

Pursuant to Nevada Revised Statues (NRS) 645B, investors must meet minimum financial requirements in order to invest in a mortgage loan. Before an investor may invest in any mortgage loan, the investor must verify that he/she meets one or more of the following financial requirements:

The household net worth is more than $250,000.00, excluding any equity in any real property used as the primary residence at the time of the investment;
The household net income was more than $70,000.00 for each of the previous 2 tax years and there is a reasonable expectation of attaining or exceeding the same income for the current year.

The total investment in mortgage loans transacted by a mortgage broker or mortgage agent are not valued at more than 50% of the investor's net worth or net annual income. Ignite Funding reserves the right to restrict from further investing or close an account upon final payoff at any time if Ignite Funding has reasonable cause to believe that a client no longer meets their financial suitability requirement set forth or capacity to make an informed decision about his/her investments.

By my initials below, I agree and acknowledge that I meet the minimum financial requirements in order to invest in a mortgage plan.

Authorized Primary or Guardian Initials(Required)

Authorized Secondary Initials(Required)

Other Forms

If there are any files not previously addressed in this application that you would like associated with this account please upload them here or email them to info@ignitefunding.com. Examples would include a Limited Power of Attorney or an Interested Party Designation Form.

Other associated files - LPOA

Drop files here or

Accepted file types: pdf, jpg, jpeg, gif, png, tiff, Max. file size: 50 MB, Max. files: 1.

Other associated files - LPOA ID

Drop files here or

Accepted file types: pdf, jpg, jpeg, gif, png, tiff, Max. file size: 50 MB, Max. files: 1.

Other associated files - Interested Party Designation

Drop files here or

Accepted file types: pdf, jpg, jpeg, gif, png, tiff, Max. file size: 50 MB, Max. files: 1.

Click here to download.

Disbursement Profile

All disbursements of monthly interest payments and/or loan pay down/payoffs will be automatically deposited into the bank account as defined by the instructions below. Ignite Funding highly recommends verifying that the bank account and routing number are accurate with your financial institution as Ignite Funding cannot be held responsible for inaccurate information being provided.

Select Bank Account Type(Required)

Bank Name(Required)

Bank Account #(Required)

Bank Routing #(Required)

Acknowledgement

Consent(Required)

Agreement to Receive Investment Notifications via Text
By providing your mobile number, you agree that Ignite Funding may send you periodic mobile text messages containing, but not limited to, new investment opportunities, client reviews/feedback, and survey responses. You will receive up to 5 messages per month. Depending on investment offerings, this number can increase. You may unsubscribe at any time by texting the word "STOP" to 702-919-4281. You may receive a subsequent message confirming your opt-out request.

Message and data rates may apply. United States Participating Carriers Include AT&T, T-Mobile®, Verizon Wireless, Sprint, Boost, U.S. Cellular®, MetroPCS®, InterOp, Cellcom, C Spire Wireless, Cricket, Virgin Mobile, and others.

By subscribing or otherwise using the service, you acknowledge and agree that we will have the right to change and/or terminate the service at any time, with or without cause and/or advance notice.

Important Information About Procedures for Opening a New Account
To help the government fight the funding of terrorism and money laundering activities, Federal law (Section 326 of the USA PATRIOT Act of 2001) requires all financial institutions to obtain, verify, and record information that identifies each individual or institution who opens an account with Ignite Funding.

When you open an account, we are required to obtain your name, address, date of birth, social security number or tax identification number, and other information that will allow us to identify you. As appropriate, we may also request a copy of a government-issued identification or other identifying documents. This information may be compared to information obtained through third-party sources, as permitted by law. If we cannot verify this information, your account may not be opened, or it may be restricted and/or closed.

Certification of Accuracy
I hereby certify that all of the information provided on this Application is true and correct and may be relied upon by Ignite Funding for any purposes related hereto. Further, I hereby indemnify Ignite Funding, their officers, directors, shareholders, agents, employees, attorneys, insurers, insured, successors, heirs, and assigns, and any parents, affiliates, and/or subsidiaries, for any loss, claims, or damages, including legal fees which may be incurred as a result of any violations resulting from their reliance upon the information I have provided.

I acknowledge that the information provided will be used to help the government fight the funding of terrorism and money laundering activities as federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. When I open an account, I acknowledge that my name, address, government-issued identification number, date of birth, and other information will allow Ignite Funding to identify me.

Non-Binding Arbitration and Class Action
I acknowledge my responsibility to read the Investment Overview and subsequent investment documentation disclosure for all investment selections prior to making an investment. I acknowledge that I have not received any financial, tax, or legal advice from Ignite Funding and will seek the advice of my own financial, tax, or legal professional.

This Agreement shall be deemed to have been made in the State of Nevada and shall be construed, and the rights and liabilities of the parties determined, in accordance with the laws of the State of Nevada.

I acknowledge that all controversies which may arise with Ignite Funding concerning this Agreement and/or the investments offered, whether entered into prior, on, or subsequent to the date hereof, shall be determined by non-binding arbitration. Any non-binding arbitration under this Agreement shall be conducted pursuant to the Federal Arbitration Act and the laws of the State of Nevada before the American Arbitration Association located in Clark County, Nevada.

No person shall bring a punitive or certified class action to arbitration, nor seek to enforce any pre-dispute non-binding arbitration agreement against any person who has initiated in court a punitive class action, or who is a member of a punitive class who has not opted out of the class with respect to any claims encompassed by the punitive class until: the class certification is denied; the class is decertified; or, the customer is excluded from the class by the court.

Electronic Signature
The parties agree that the electronic signature of a party to this Agreement shall have the same legal validity and enforceability as a manually executed signature or use of a paper-based record-keeping system to the fullest extent permitted by applicable law, including the Federal Electronic Signatures in Global and National Commerce Act or any similar state law based on the Uniform Electronic Transaction Act, and the parties hereby waive any objection to the contrary.

This electronic signature shall be effective to bind this Agreement. The parties agree that any electronically signed document (including this Agreement) shall be deemed (i) to be “written” or “in writing,” (ii) to have been signed, and (iii) to constitute a record established and maintained in the ordinary course of business and an original written record when printed from electronic files. Such paper copies or “printouts,” if introduced in any judicial, arbitral, mediation, or administrative proceeding, will be admissible as between the parties to the same extent and under the same conditions as other original business records created and maintained in documentary form.

Additional Disclosures
To help the government fight the funding of terrorism and money laundering activities, Federal Law (Section 326 of the USA PATRIOT Act of 2001) requires all financial institutions to obtain, verify and record information that identifies each individual or institution who opens an account with Ignite Funding. When you open an account, we are required to obtain your name, address, date of birth, social security number or tax identification number and other information that will allow us to identify you. This information will be verified to ensure he identity of all persons opening an account. The information may be compared to information obtained through third party sources, as permitted by law. If we cannot verify this information, your account may not be opened, or it may be restricted and/or closed. Ignite Funding is not responsible for any losses or damages including, but not limited to, lost opportunities you, may incur.

Pursuant to NRS 645B, investors must meet minimum financial requirements in order to invest in a mortgage loan. Before an investor may invest in any mortgage loan, the investor must verify that he/she meets one or more of the following financial requirements: The investor's net worth is more than $250,000.00, excluding any equity in any real property used as the primary residence at the time of the investment; or The investor's net income was more than $70,000.00 for each of the previous 2 tax years and there is a reasonable expectation of attaining or exceeding the same income for the current year.

Neither party shall contest the admissibility of the true and accurate copies of electronically signed documents based on the best evidence rule or as not satisfying the business records exception to the hearsay rule. For purposes hereof, “electronic signature” means a manually signed signature that is then transmitted by electronic means; “transmitted by electronic means” means sent in the form of a facsimile or sent via the Internet as a “PDF” (portable document format) or other replicating image attached to an email message; and “electronically signed document” means a document transmitted by electronic means and containing, or to which there is affixed, an electronic signature.

I acknowledge that I have read and understand the language of the agreement above.

Primary Account Owner or Guardian Signature(Required)

Date(Required)

MM slash DD slash YYYY

Secondary Account Owner Signature(Required)

Date(Required)

MM slash DD slash YYYY

Ignite Funding, LLC | 6700 Via Austi Parkway, Suite 300, Las Vegas, NV 89119 | P 702.739.9053 | M 702.919.4281 | F 702.922.6700 | NVMBL #311 | AZ CMB-0932150 | Money invested through a mortgage broker is not guaranteed to earn any interest and is not insured. Prior to investing, investors must be provided applicable disclosure documents.

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