Save & Return

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Transfer funds from PetroRock I to Legacy Energy II

Please enter today's date * +

Loan & Primary Lender Information

Please enter full vesting name listed on your initial loan paperwork (you do not need to be exact). *

Primary Lender First Name *

Middle Name

Primary Lender Last Name *

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

Primary Lender Telephone Number *

Do you wish to renew your loan into Legacy Energy II? *

Please tell us your reason for not moving into Legacy Energy II. *

Please let us know why you are choosing not to enter into Legacy Energy II. Thank you.

Is the Renewal Full, Partial or Increased? *

Changes to loan amounts must be a minimum of $5K, with even $1K amounts thereafter.

If decreasing the adjusted loan amount must meet the project minimum.

If you choose to enter into Legacy Energy II, and your current principal balance in PetroRock I is not an even $1K amount you principal will be rounded down to the nearest $1K, with the difference processed for return to you 25 days after transferring into Legacy Energy II.

If you have multiple loans in PetroRock please fill out one form if you are combining.

If you are renewing multiple loans and not combining please complete one form for each loan.

Do you wish to change the interest type? *

Do you wish to change the term of your loan? *

Would you like to combine two existing PetroRock I loans into a single Legacy Energy II loan? * 🛈

Loan Change Request

New Loan Amount (Please enter a decimal and comma separators. Example: $300,000.00) *

Lending Term *

Interest Type *

Accredited Requirement - Attestation

Only accredited lenders are authorized to enter into loans equal or longer than one year. You will be required to sign paperwork self-attesting that you are accredited to enter into Legacy Energy II.

Definitions of Accredited

Accredited:

To be considered Accredited individuals must self-attest that they meet one of the two criteria:

1) Net worth of $1M or more, excluding the value of personal residence (and/or)

2) Individual income of $200k for 2 consecutive years OR joint household income of $300K for two consecutive years.

*If a representative, he/she/it has no business relationship with Lenders Fund, represents only the Lender and not the Lenders Fund, and is compensated only by the Lender.

Are you Accredited? 🛈

Yes, Accredited

No

How would you like your loan renewal documents delivered? *

Please upload a new picture of your driver's license.

Please upload any additional supporting documents (such as trust certificate).

Please enter any notes you would like to share. *

Save & Return

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