Request Entity Change

Please complete the form below if you wish to change the legal title of your investing entity. Within 48 business hours of your submission, Emmerson Colasanto will set up the Assignment of Company Interest document for you to sign via RightSignature. If you don’t see the link in your inbox, it may be in your spam folder. If you have any questions, you can either contact Emmerson Colasanto at emmerson@wellingscapital.com or call us at 800-844-2188.

Name

First Name

Last Name

Phone

(###)

###

####

Effective Entity Change Date

Example 1/1/current year or 1/1/future year to avoid 2 separate K1s

YYYY

Previous/Current Entity Name

New Entity Name

This will be shown on the Assignment of Company Interest document

Fund(s) Associated with the Entity Change

Wellings Growth Fund I

Wellings Income Fund I

Wellings Income Fund II

Wellings Income Fund III

Wellings Income Fund IV

Do you want to change your distribution via ACH? If so, you can use wellingscapital.investnext.com.

Here's a guide on how to change your ACH distribution: https://support.investnext.com/en/articles/3112454-add-a-bank-account-in-the-investor-portal

Additional comments

Request Entity Change

Call: 1-800-844-2188