EX-99.1 6 a08-31333_1ex99d1.htm EX-99.1

Exhibit 99.1

 

 

DISTRIBUTION MODIFICATION REQUEST

 

This form may be used by any current investor (an “Investor”) in any of the applicable Behringer Harvard investment programs (each, a “Program”) to elect to receive distributions from a Program by ACH direct deposit, by check, or to participate in the Distribution Reinvestment Plan of a Behringer Harvard Program. For Investors who have multiple investments in separate registrations, one form must be completed for each registration.

 

Complete and deliver this form to:

 

BEHRINGER HARVARD INVESTMENT SERVICES

866.655.3600

 

Regular Mail:

 

Express/Overnight Delivery:

P.O. Box 219768

 

430 West 7th Street

Kansas City, MO 64121-9768

 

Kansas City, MO 64105-1407

 

For all custodial account registrations, this form must be signed by both investor and custodian.

 

1. PROGRAM(S) TO WHICH THIS FORM APPLIES

 

o

Behringer Harvard REIT I, Inc.

o

Behringer Harvard Mid-Term Value Enhancement Fund I LP*

o

Behringer Harvard Opportunity REIT I, Inc.

o

Behringer Harvard Short-Term Opportunity Fund I LP*

o

Behringer Harvard Opportunity REIT II, Inc.

o

Behringer Harvard Strategic Opportunity Fund I LP*

o

Behringer Harvard Multifamily REIT I, Inc.

o

Behringer Harvard Strategic Opportunity Fund II LP*

 


*This investment program does not offer a Distribution Reinvestment Plan.

 

2. INVESTMENT REGISTRATION NAME AND ADDRESS (MUST MIRROR CURRENT REGISTRATION)

 

ACCOUNT # (Required):

 

 

 

 

 

Name of Owner:

 

 

Tax ID/SS #:

 

 

 

Name of Joint Owner (if applicable):

 

 

Tax ID/SS #:

 

 

 

E-mail Address:

 

 

 

Street/P.O. Box:

 

 

 

 

 

City:

 

 

State:

 

ZIP Code:

 

 

 

Daytime Phone:

 

 

Evening Phone:

 

 

3. FINANCIAL ADVISOR If your financial advisor has changed, please complete the Behringer Harvard Change of Advisor/Broker-Dealer Form.

 

Effective Date 09/08

401233

 



 

4. DISTRIBUTIONS Please select only one of the following options:

 

o            I would like to participate in the Distribution Reinvestment Plan of the selected program(s) above.

 

o            I prefer distributions be paid to me at my address of record. (This option is not available for custodial account registrations.)

 

o            I prefer distributions to be paid to the custodian FBO the Investor. (This option is not available for non-custodial account registrations.)

 

o            I prefer distributions to be deposited directly via ACH into my checking account. This option is not available for custodial account registrations; distributions with respect to custodial accounts will be sent directly to the custodian FBO the Investor. Please enclose a voided check. (Note: You may not direct deposit via ACH to a brokerage account.) A deposit slip does not contain all of the information required to set up a ACH direct deposit. By enclosing a voided check, you authorize the Program to begin making electronic deposits to the designated checking account. An automated deposit entry shall constitute the receipt for each transaction. This authority is to remain in force until the Program receives written notification of its termination at such time and in such manner as to give the Program reasonable time to act. In the event that the Program deposits distributions erroneously into the account, it is authorized to debit the account for the amount of the erroneous deposit.

 

o            I prefer to direct distributions via check to a third party per my instructions below. To direct distributions (for non-custodial accounts only) to a party other than the registered owner, please provide the following information:

 

Name of Institution:                                                                                        Account Number:                                                                  

 

Name on Account:                                                                                                                                                                                         

 

Street/P.O. Box:                                                                                                                                                                                             

 

City:                                                                                                                  State:                                        ZIP Code:                            

 

5. INVESTOR SIGNATURES

 

MY SIGNATURE BELOW INDICATES I HAVE READ THE FOREGOING AND AGREE TO THE TERMS HEREIN. I acknowledge that distributions made prior to the date this instruction becomes effective (generally up to 30 days after receipt of this properly completed form) will be made in the manner previously provided for. This instruction supersedes all prior instructions regarding the subject matter hereof.

 

For Investors electing to participate in the Distribution Reinvestment Plan of a Behringer Harvard Program, the undersigned warrants receipt of the prospectus for the Program’s Distribution Reinvestment Plan no later than five business days prior to the date completed below. The undersigned also warrants that they meet the suitability requirements of the Program and of the investor’s state. A copy of the current prospectus is available online at www.behringerharvard.com or may be obtained by contacting your financial advisor.

 

I acknowledge that I have the duty to promptly notify Behringer Harvard in writing if, at any time during which I am participating in a Distribution Reinvestment Plan or an Automatic Purchase Plan, I fail to meet the suitability requirements for making an investment in the applicable Program or cannot make the other representations or warranties set forth in my original subscription agreement. If I have changed broker-dealer firms since my initial investment, I acknowledge and agree that commissions payable as a result of my participation in an Automatic Purchase Plan or Distribution Reinvestment Plan (if any) will be made to my new broker-dealer firm.

 

 

 

 

 

 

Signature of Owner or Authorized Person

 

Printed Name

 

Date

 

 

 

 

 

 

 

 

 

 

Signature of Joint Owner, Trustee,

 

Printed Name

 

Date

Custodian or Authorized Person if applicable