Investor Liabilities Letter (PDF)




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Investor Liabilities Letter
As of the date listed below, I hereby confirm that all of my total outstanding liabilities equal
$________________________.

Additional Information
1. If your total liabilities includes a mortgage on your primary residence, please
provide the following information:
Creditor: ____________________________
Amount: $____________________________

2. If you have additional liabilities, other than the mortgage on your primary residence,
not included in your consumer credit report, please provide the following information:
List them here (names only) ex. HBSC Line of Credit, Wells Fargo Car Loan…
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Aggregate Amount: $______________________

I the Investor, in connection with the verification of my status as an “accredited investor”
as defined in Rule 501 of Regulation D of the Securities Act of 1933, hereby represent that all
liabilities necessary to make a determination of my net worth are included in my consumer report
or disclosed above. I, the investor, hereby certify that the above statements are true and correct
to the best of my knowledge.
Sincerely,
____________________________________ (signature here)
____________________________________ (print name here)
(The “Investor”)
____________________________________
(“Date”)






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