Investment Services Forms

Authorization for Automatic Deposit (ACH) Electronic Delivery Request Form

Custodial or Brokerage Re-Registration Form

Investor Profile Change Request Form

Reissue Distribution Check Request Form

Repurchase Request Form

Re-Registration Request Form

Secondary Sale Transfer Request Form

Survivorship Contact Request Form

TOD (Transfer On Death) Request Form

Transfer of Interests in an AEI DST Form

If you are an Accredited Investor or Financial Professional, and have questions or would like more information, you may contact AEI Investor Services at 800–328–3519.