What is the CIM Redemption Request Form Used For in Investments?

Definition and Purpose of the CIM Redemption Request Form

The CIM Redemption Request form is a formal document used by investors to request the withdrawal of funds or shares from their investments managed by CIM Group, particularly within the CIM Real Estate Finance Trust. This form serves as the official means to initiate the redemption process, allowing investors to specify whether they wish to redeem a portion or the entirety of their investment. By utilizing this form, investors ensure that their requests are processed accurately and in accordance with CIM's established guidelines.

How to Fill Out the CIM Redemption Request Form

Completing the CIM Redemption Request form involves several key steps to ensure accuracy and compliance with CIM's requirements. Here’s a breakdown of the process:

• Gather Necessary Information: Collect your account details, including your folio number and personal identification information. This ensures that your request is linked to the correct account.
• Indicate Redemption Type: Clearly specify whether you are requesting a full or partial redemption of your investment. This is crucial for processing your request correctly.
• Provide Instructions: If you are opting for a partial redemption, include the specific amount or number of shares you wish to redeem.
• Review Compliance Requirements: Ensure that your request complies with CIM's Share Redemption Program rules, which may include specific conditions for redemptions.

Key Elements of the CIM Redemption Request Form

The CIM Redemption Request form includes several essential components that must be completed accurately:

• Account Information: This section requires your account number and personal details to verify your identity.
• Redemption Amount: Specify the amount you wish to redeem, whether it is a full or partial withdrawal.
• Signature: Your signature is required to authorize the redemption request, confirming that you understand the implications of the withdrawal.

Who Typically Uses the CIM Redemption Request Form?

This form is primarily utilized by investors involved in real estate funds or programs managed by CIM Group. Common users include:

• Individuals holding shares in the CIM Real Estate Finance Trust.
• Institutional investors seeking to manage their investment portfolios.
• Financial advisors acting on behalf of clients who wish to redeem their investments.

Important Terms Related to the CIM Redemption Request Form

Understanding specific terminology associated with the CIM Redemption Request form can enhance clarity and facilitate smoother transactions:

• Redemption: The process of withdrawing funds or shares from an investment.
• Share Redemption Program: CIM's structured program outlining the rules and conditions under which investors can redeem their shares.
• Folio Number: A unique identifier assigned to your investment account, essential for processing requests.

Examples of Using the CIM Redemption Request Form

Real-world scenarios can illustrate the practical application of the CIM Redemption Request form:

• Full Redemption Example: An investor decides to withdraw all their funds from the CIM Real Estate Finance Trust. They complete the form, indicating a full redemption and providing their account details.
• Partial Redemption Example: An investor wishes to redeem a portion of their investment to reinvest elsewhere. They specify the amount and ensure compliance with the program rules before submitting the form.

Form Submission Methods

Investors can submit the CIM Redemption Request form through various methods, ensuring flexibility and convenience:

• Online Submission: Investors may have the option to submit their requests digitally through CIM's secure portal.
• Mail Submission: The completed form can be mailed to CIM Group's designated address, ensuring it reaches the appropriate department.
• In-Person Submission: For those who prefer face-to-face interactions, submitting the form in person at a CIM office may be an option.

Legal Use of the CIM Redemption Request Form

The CIM Redemption Request form is legally binding once signed by the investor. It is essential to understand the implications of submitting this form:

• Authorization: By signing the form, investors authorize CIM Group to process their redemption request according to the terms outlined in their investment agreement.
• Compliance with Regulations: The form must comply with applicable financial regulations and CIM's internal policies, ensuring that all transactions are conducted lawfully.