RMI VIII Forms
ACH (Direct Deposit) Form 
ACH form can be emailed to info@redwoodmortgage.comAddress Change Form
Address change form can be emailed to info@redwoodmortgage.comAsset Transfer Form
All asset transfer form(s) (hard copies) will need to be sent directly to our transfer agent: Vistra USA, LLC, (formerly Phoenix American).There is no longer a fee associated with the asset transfer. However, to be in good order all documents including Trust Documents (at a minimum the first four pages and the last four pages), Certificate of Death (if necessary-legible copy is acceptable) and other relevant documentation or instructions need to be included. Remember, all custodial accounts need to be processed through the custodian. The custodian will need to mail the documents to Vistra USA, our transfer agent. The documents should not be sent to Redwood Mortgage.
- The Overnight Mail: (FedEx, UPS, DHL, etc...) address is: 125 E Sir Francis Drake Blvd. #401, Larkspur CA 94939
- The Regular Mail USPS address is: Vistra USA LLC, P.O. Box 2609 San Rafael, CA 94912-2609
The address is also located on the upper right of the form. Tracking info is preferred.
Custodial Accounts need Custodial Medallion Stamp Guarantee. Confirm with custodians to send directly to Vistra, USA, LLC (tracking info recommended)
Financial Advisor Change Form
RMI VIII Liquidation Information
RMI VIII Liquidation Request Form
Non-custodial liquidation requests can be emailed to info@redwoodmortgage.comRMI VIII Liquidation Request Form (Custodial)
For investments held in a custodial account, please make sure the form is medallion stamped by the custodian and forwarded to our office. We will not accept forms without a stamp.RMI VIII Liquidation Change/Stop Form
Transfer on Death Form
If converting an existing investment to a TOD, please also send an Asset Transfer Form along with the Transfer on Death form.