RAW MONEY GLOBAL TRUST
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Retirement & Wealth Management Application
1. Identity & Residency
Legal First Name
Legal Last Name
Street Address (Residential)
State
Select State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
City
Zip Code
Mailing address is same as residential
Mailing Street Address
SSN (Last 4 Digits)
Date of Birth
Email Address
Phone Number
2. Financial Profile
Current Occupation
Employer Name
Annual Income
$
Monthly Expenses
$
3. Portfolio & Funding
Account Strategy
Individual Retirement (30% Monthly)
Self-Directed 401(k) (20% Monthly)
Passive Income Account (40% Monthly)
Oil & Gas Energy (30% Weekly)
Source of Funds
Select Source
Personal Savings
Inheritance
401(k) Rollover
Business Profits
Opening Deposit
$
Estimated Monthly Return:
$0.00
4. Document Upload
ID Front
ID Back
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