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Investor Services
Transfer Instructions


The Forms below are to be used for any change to the title under which an investment is held. There is no fee for transfer of Cypress interests; however transfers are subject to the conditions outlined in the Private Placement Memorandum. Please print the following forms as appropriate to the specific Cypress investments you wish to transfer or re-register and follow the instructions provided therein. Please call Investor Services at (866) 866-9330 with any questions.

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Transfer Documents for the Cypress Equipment Funds

Transfer Documents for the Cypress Income Funds

FAQsPrivacyDirect Deposit Authorization FormChanage of Address FormChanage of Broker FormChange of Distribution Destination FormTransfer InstructionsK-1 IntructionsFeedback Form