721 UPREIT ACCREDITED-INVESTOR ELIGIBILITY WORKSHEET
Original educational organizer. Not tax, legal or investment advice.

1. CONTRIBUTOR IDENTITY
Record property owner: ______
Tax owner and classification: ______
Proposed OP-unit recipient: ______
Owners, percentages and authorized signers: ______

2. TAX STRUCTURE
Property or interest contributed: ______
Operating partnership receiving it: ______
Partnership interest or OP-unit class issued: ______
Cash, debt and other consideration: ______
CPA or tax counsel contact and review date: ______

3. SECURITIES PATH
Issuer of the OP units: ______
Registration statement, exemption or other basis: ______
Document and section identifying the path: ______
Issuer or securities counsel confirmation date: ______

4. ELIGIBILITY AND VERIFICATION
Required accredited, sophistication or suitability standard: ______
Rule 501 category expected for the recipient: ______
Authorized verification method and reviewer: ______
Secure channel for sensitive records: ______
Written acceptance or unresolved item: ______

5. PROPERTY AND TERMS
Property acceptance status: ______
Title and authority cleared: ______
Debt treatment approved: ______
Value, unit class and issue price documented: ______
Closing conditions and termination rights: ______

6. CONTROL CHECK
What this eligibility answer proves: ______
What it does not prove: ______
Source document and date: ______
Person responsible for the next decision: ______

Accredited status does not guarantee sponsor acceptance, suitability, tax deferral, liquidity, value or investment results.