Information Form (IF)

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Information Form (IF)

This form MUST be completed accurately and without any missing information or errors for it to be accepted. Any IF submissions with missing or incorrect information will be cancelled and the position will not be held.

Please be sure to complete all applicable fields. Do not hesitate to contact your Woodbridge agent, toll-free, at 866-941-8631 for assistance.

Woodbridge Wealth 14140 Ventura Blvd. Suite 302 Sherman Oaks, CA. 91423 1-866-941-8631
Offer Details
Transaction Information

Position Information
Enter 0 if no new funds.
Enter 0 if no renewing/repositioning funds.
If funds are not available immediately, we cannot reserve this position.  Please contact your Woodbridge agent to reserve by phone.  Thank you.
Broker Information
Primary Lender Information
If Joint Entity, enter both Lender names.
Note that only one Document Distribution is allowed.
Special Instructions
Final Review and Acknowledgement
By checking this box I affirm I have thoroughly reviewed the information entered above and confirmed it is accurate. Please note that this reservation is NOT confirmed until you receive the Lender Information Form receipt from Woodbridge Wealth.