Form Library

Form Library (Note: Compass requires owners’ written signature to make account changes.  Please complete/print the form, sign and return it to Owner Relations via e-mail, fax or mail as noted on the bottom of the form.)

877-769-1121

Owner Relations Department

Direct Deposit (ACH) Enrollment form

 

Going Paperless makes sense.

Revenue to Brokerage Firm

 

If your investment was made with an financial advisor and you change to another, select this form.

Change of Owner - Access Funds

 

If you invested in an Access Fund and need to change official ownership select this form.

Change of Owner - Direct Title

 

If you invested in a Direct Title offering and need to change official ownership select this form.

Change of Owner - Access Funds - Due to death

 

If owner death causes a change in ownership in a Access Fund and need to change official ownership select this form.

Change of Owner - Direct Title - Due to death

 

If owner death causes a change in ownership in a Direct Title fund and need to change official ownership select this form

Still have questions, we're just a call away.

877-769-1121