The Investor

  The Process

6 easy steps to open an Investor Note
Step 1. Review the Prospectus on the Investor Notes.
Step 2. Make some basic decisions:
Determine a sum of money you want to invest.
Determine the term or length of time you would like to invest your money.
Deposit the money with Budget Finance.
Step 3. Fill out Affidavit of Residency.
Step 4. Complete W-9 for IRS and 1099 purposes.
Step 5.

Let us know how you want the note to be vested (how the owners names should appear on the note).

Some Examples:

  • John Doe
  • John Doe or Mary Doe
  • John Doe and/or Mary Doe
  • John Doe and/or Mary Doe ROS
  • John Doe, Mary Doe or Little Doe
Step 6. Receive your Investor Note for the amount, rate, and term you decided.


This is neither an offer to sell nor a solicitation of an offer to buy any of these securities. The offer can and is made only by the prospectus which is available at the office:

Budget Finance
P.O. Box 22, 122 First Avenue West
Kalispell, MT 59901

Stop by our office, write us, or call us at (406) 755-3483 to pick up or have a copy of the prospectus sent to you.

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