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Legacy Energy Lending - Request for Documents

Are you a Marketing Partner completing this form for your client? *

Please enter your Advisor MP Number. *

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Is the Lender an Individual or a Lending Entity (Trust, LLC, etc.)? *

Please enter full vesting name (how you want this opportunity listed on your paperwork) *

Please enter the name of the person who informed you about this lending opportunity. *

Please enter the email address of the person who informed you about this lending opportunity.

Please enter today's date * +

Joint Lender? *

Yes

No

Primary Lender Information

Primary Lender First Name *

Middle Name

Primary Lender Last Name *

Primary Lender Preferred name (i.e. nickname)

Salutation

Suffix

Primary Lender SSN (without dashes) *

Primary Lender DOB * +

Primary Lender Email Address: (Primary Manager or Trustee, if applicable) *

Primary Lender Telephone Number *

Secondary Lender Information

Secondary Lender First Name *

Secondary Lender Last Name *

Secondary Lender SSN (without dashes) *

Secondary Lender DOB * +

Secondary Lender Email Address *

Secondary Lender Telephone Number *

Please enter your physical address below, may not be a P.O. Box

Mailing Street *

Mailing City *

Mailing State *

Mailing Zip/Postal Code *

Mailing Country *

Trust / LLC Information

EIN

Date Entity Established +

Identification

Please Upload Primary Lender / Trustee or Manager Photo ID *

Please Upload Secondary Lender Photo ID

Please Upload Trust Documentation

Loan Specifics

Loan Amount (Please enter with a decimal and comma separators (example: $300,000.00)

Lending Option *

Interest Type Option *

Informed Lending Statement

Note to Lenders:

It is important to us you are making an informed decision regarding participating in Legacy Energy.

If you have not read the disclosure documents please go to rcp-ltd.com and visit the Legacy Energy page. All of the disclosure documents can be found in the flipping book linked to the page.

Note to Marketing Partners:

As the agent please make sure your client has been provided with the educational material on your affiliate link.

All disclosure documents can be found in the flipping book linked to the Legacy Energy opportunity page on your affiliate link.

I/my clients have read the disclosure documents and understand the risks associated with participating in Legacy Energy. * 🛈

If a lender, I have read and understood the disclosure documents. If a marketing partners: My clients have read and understand the disclosure documents.

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