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FSC Industrial 6, DST Investor Questionnaire, Including Qualification Certifications and Privacy Notice, page 1
Complex · 65/100Form Complexity Index

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What this form asks for

The AI fills all of it, from your answers or your documents.

The FSC Industrial 6, DST Investor Questionnaire is a crucial document for potential investors interested in a Four Springs-sponsored Delaware Statutory Trust. Its primary purpose is to gather information and certifications to confirm that the investor qualifies as an 'accredited investor' under SEC Regulation D, a legal requirement for this type of private placement. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Fillable fields247
Pages22
Form Complexity IndexComplex, 65/100

The AI checks your answers before you download

12 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Verifies SSN/TIN Format and Consistency

This check ensures that any Social Security Number (SSN) is in the format XXX-XX-XXXX and any Employer Identification Number (EIN) is in the format XX-XXXXXXX. It also cross-references the Taxpayer Identification Number (TIN) across different sections, such as the General Information, the W-9 form, and the signature page, to ensure they match. This is critical for accurate IRS reporting and preventing identity mismatches, and failure will result in rejection until the numbers are corrected and consistent.

Ensures Accredited Investor Status is Certified

Validates that the investor has checked at least one box in the 'Securities Act – Regulation D Certifications' section (Section One for individuals or Section Two for entities). This certification is a legal prerequisite for the investment under SEC Regulation D, confirming the investor meets the required financial thresholds. If no box is checked, the investor is not eligible, and the application cannot be processed.

Enforces Physical Address Requirement (No P.O. Box)

This validation scans all address fields throughout the questionnaire (Investor, Co-Owner, Correspondence, etc.) to ensure they do not contain 'P.O. Box' or similar text. The form explicitly prohibits P.O. Boxes, likely for compliance with Patriot Act requirements or to ensure reliable delivery of sensitive documents. A submission with a P.O. Box will be flagged for correction to a physical street address.

Confirms Minimum Age Requirement for Individual Investors

For individual investors completing Section One, this check calculates the investor's age based on the 'Date of Birth' provided in the General Information section. It verifies that the investor is at least 21 years of age, as stipulated in the 'Other Certifications and Acknowledgements'. This is a firm suitability requirement, and applications from underage investors will be rejected.

Validates ACH Routing Number

On the Direct Deposit Authorization form in Section Three, this check confirms the bank 'Routing Number' is exactly 9 digits long and passes the standard ABA routing number checksum algorithm. This validation is crucial to prevent failed electronic fund transfers for distributions. An invalid routing number will halt the ACH setup and require the investor to provide corrected banking information.

Verifies Exclusive and Correct Entity Signature

For entity investors completing Section Two, this check ensures that one and only one of the entity signature blocks (Corporation, Partnership, Trust, or LLC) on pages 16-18 is completed. It also verifies that the entity type selected on the W-9 form is consistent with the signature block used. This prevents ambiguity and confirms the person signing has the proper authority for that specific legal entity.

And 6 more checks
  • Checks for Completeness of Co-Owner/Spouse Information
  • Ensures W-9 Form is Complete and Signed
  • Validates Attachment Requirement for Entity Formation Documents
  • Confirms PPM Number is Provided
  • Verifies Investment Concentration Declaration
  • Validates Conditional Completion of 1031 Exchange Section

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How to Fill Out FSC Industrial 6, DST Investor Questionnaire Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload or select the FSC Industrial 6, DST Investor Questionnaire.
  2. Specify whether you are an individual investor (Section One) or an entity (Section Two) to begin filling out the appropriate sections.
  3. Complete the Securities Act certifications by checking the boxes that accurately reflect your financial status as an accredited investor.
  4. Provide your general information, including name, address, and contact details, as well as information for any co-owners or authorized representatives.
  5. Fill out Section Three, which includes the Direct Deposit Authorization form and an embedded IRS Form W-9.
  6. If applicable, ensure your Broker/Dealer completes the certificate in Section Four and you complete the Exchange Accommodator Authorization in Section Five.
  7. Review all entered information for accuracy, securely sign the document, and download the completed questionnaire for submission to Four Springs TEN31 Xchange, LLC.

Common Mistakes in Completing FSC Industrial 6, DST Investor Questionnaire

The ones the AI is built to catch.

Completing the Incorrect Investor Section (Individual vs. Entity)
Investors often get confused about whether to complete Section One (for individuals, spouses, and revocable trusts) or Section Two (for entities like LLCs, corporations, or irrevocable trusts). This mistake leads to submitting the wrong financial certifications and information, causing immediate rejection of the application and requiring the entire lengthy questionnaire to be filled out again. To avoid this, carefully read the instructions on page 1 to determine if you are a 'natural person' (use Section One) or an 'entity' (use Section Two) before you begin.
Miscalculating Net Worth for Accredited Investor Status
The form's definition of 'net worth' for the accredited investor certification explicitly excludes the value of the primary residence. A frequent error is including home equity in this calculation, which incorrectly inflates the value and leads to a false certification of accredited status. This can have serious legal and compliance consequences. Always calculate net worth by subtracting total liabilities from total assets, making sure to exclude the value of your primary home as instructed in the footnote on page 4.
Failing to Attach All Required Supporting Documents
The instructions on page 2 list several mandatory attachments, such as a copy of a driver's license, a voided check, and formation documents for entities (e.g., trust agreements, LLC operating agreements). Forgetting even one of these documents will result in an incomplete application and cause significant processing delays until the missing items are provided. To prevent this, create a checklist from the instructions before submission to ensure all required documents are included with your completed questionnaire.
Incorrectly Submitting Forms for Joint Investors
The form has specific, and different, rules for spousal and non-spousal joint investors that are often missed. While a spouse can typically complete and co-sign the same form, a non-spouse joint investor is required to fill out and submit an entirely separate Investor Questionnaire. Submitting a single form for non-spouse joint investors will invalidate the application and require a complete resubmission from both parties, delaying the investment.
Submitting an Inaccurate or Incomplete Form W-9
Errors on the embedded Form W-9 are very common, such as providing an individual's Social Security Number for an entity that has an Employer Identification Number (EIN). Another frequent mistake is checking the wrong box for tax classification, especially for LLCs. These errors can lead to incorrect tax reporting by the issuer and potential backup withholding on the investor's distributions. Double-check that the name on Line 1 matches your tax filings exactly and that the TIN and tax classification are correct for the investing party.
Omitting the Voided Check for Direct Deposit Authorization
Section Three requires the Direct Deposit (ACH) Authorization form to be submitted with a printed voided check or an official bank letter attached. Applicants frequently fill out the bank account details but forget to include the physical voided check. Without this verification document, the bank information cannot be confirmed, preventing the setup of distributions and delaying the finalization of the account. Always ensure a voided check or bank letter is securely attached to page 19.
Incorrect Signature Authority for Entity Investors
For entity investors completing Section Two, the signature block must be executed by a person with the proper legal authority (e.g., a General Partner, Trustee, or authorized corporate officer). An unauthorized signature invalidates the entire agreement. The form also requires enclosing documents like bylaws or partnership agreements that prove this authority. Ensure the correct person signs and that all required authorization documents are included to prevent rejection.
Providing a P.O. Box for a Physical Address
The form explicitly states in multiple sections (e.g., pages 6, 7, and 15) that a P.O. Box is not an acceptable address, likely for Patriot Act compliance and identity verification. Applicants who provide a P.O. Box will have their form returned for correction, delaying the entire investment process. Always provide a complete physical street address where required. AI-powered form filling tools like Instafill.ai can help validate address formats to prevent this error.
Ignoring Conditional Requirements in Entity Certifications
Section Two for entities contains complex, conditional certifications that are easy to miss. For example, if an entity qualifies as accredited because all its equity owners are accredited, the applicant must attach a separate list of these owners or have each one fill out a separate questionnaire. Failure to provide this secondary documentation when required will render the primary certification incomplete and halt the application process. Read every instruction carefully, especially those that begin with 'If the Investor belongs to this category...'
Leaving the 'Financial Experience' Section Blank or Vague
Both Section One (page 5) and Section Two (page 14) require a description of the investor's experience in financial and business matters to help determine their sophistication. Many applicants leave this section blank or provide a generic, unhelpful answer like 'some experience.' This can raise red flags during the suitability review and may lead to follow-up questions or delays. Provide a brief but specific summary of your investment history or relevant professional background to demonstrate your ability to evaluate the investment's risks.
Forgetting to Attach FINRA Report for License-Based Qualification
Section One allows an individual to qualify as an accredited investor if they hold a Series 7, 65, or 82 license in good standing. However, the footnote on page 4 clearly states that investors making this election must enclose a detailed report from FINRA's BrokerCheck website to verify the license. Forgetting to print and include this report will invalidate that specific certification, potentially disqualifying the investor if they do not meet other criteria. If this form is a non-fillable PDF, a tool like Instafill.ai can convert it to a fillable version, making it easier to manage alongside required digital documents.

Frequently Asked Questions About FSC Industrial 6, DST Investor Questionnaire

 

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How does the AI fill out FSC Industrial 6, DST Investor Questionnaire?
You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of FSC Industrial 6, DST Investor Questionnaire, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.
What happens to my information?
It is encrypted in transit and at rest, and it is never used to train AI.
How complex is FSC Industrial 6, DST Investor Questionnaire to fill out?
FSC Industrial 6, DST Investor Questionnaire has a Form Complexity Index of 65 out of 100, in the complex tier: 247 fillable fields across 22 pages. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is the purpose of this Investor Questionnaire?
This questionnaire is used to determine if you qualify as an "accredited investor" to acquire an interest in a Delaware Statutory Trust (DST) sponsored by Four Springs TEN31 Xchange, LLC. It collects necessary information to verify your eligibility under SEC regulations.
Who needs to complete this form?
Any individual or entity interested in purchasing an interest in a Four Springs-sponsored Delaware Statutory Trust (DST) must complete this questionnaire. This is required to verify your status as an accredited investor.
Which section of the questionnaire should I fill out, Section One or Section Two?
You should complete Section One if you are investing as an individual, jointly with a spouse, or through a revocable trust. Complete Section Two if you are investing as an entity, such as a corporation, partnership, LLC, or irrevocable trust.
My spouse and I are investing together. Do we both need to fill out a form?
If you are investing jointly with a spouse, your spouse must complete the co-owner information within Section One and sign the signature page. If you are investing with someone who is not your spouse, you must each fill out a separate questionnaire.
What documents do I need to submit along with the questionnaire?
You must submit the completed questionnaire, a Subscription Agreement, a Direct Deposit Authorization form (Section Three) with a voided check, an IRS Form W-9, and a copy of your driver's license or passport. Entities must also provide their formation and authorization documents.
How and where do I submit the completed form package?
You can submit all completed documents by emailing them to [email protected] or by mailing them to Four Springs TEN31 Xchange, LLC at 1901 Main Street, Lake Como, NJ 07719.
I am making this investment as part of a Section 1031 exchange. Is there a specific section for this?
Yes, if your purchase is part of a Section 1031 exchange, you must complete and execute Section Five, the Exchange and Accommodator Authorization Agreement.
My broker/dealer introduced me to this investment. Do they need to do anything?
Yes, if a registered broker/dealer introduced you to the investment, they must complete and execute Section Four, the Broker/Dealer Certificate, on your behalf.
What happens after I submit my application?
Four Springs will review your documents to determine if you meet the qualifications. If approved, they will send you a countersigned Subscription Agreement, and you must transmit the purchase price via wire transfer within two business days.
Will my personal information be kept confidential?
Yes, the form states that all information will be treated confidentially. However, it may be presented to parties as needed to establish that the sale is exempt from registration under securities laws.
I am investing through a trust. What are the requirements?
If you are investing through a revocable trust, complete Section One. For an irrevocable trust, complete Section Two. In both cases, you must also provide a copy of all current trust formation and organization documents.
Can I use an AI tool to help me fill out this long questionnaire?
Yes, services like Instafill.ai use AI to accurately auto-fill form fields, which can save you significant time and help prevent errors on complex forms like this one.
How can I fill out this investor questionnaire online?
You can fill out this form online using Instafill.ai. Simply upload the PDF to the platform, and its AI will help you fill in your information quickly and accurately before you download the completed document for submission.
The PDF I have isn't fillable. What should I do?
If you have a non-fillable or 'flat' PDF, you can use a service like Instafill.ai to convert it into an interactive, fillable form. This allows you to easily type your information directly into the fields online.
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