Get the free AUTOMATIC INVESTMENT PLAN FORM FINAL 06-2015

Return Completed Form to: Sterling Capital Funds P.O. Box 9762 Providence, RI 029409762 For assistance, call (800) 2281872 AUTOMATIC INVESTMENT PLAN FORM Please use this form to add or change Automatic

How to fill out automatic investment plan form

How to fill out an automatic investment plan form:

1. Begin by gathering all the necessary information and documents. This may include your personal details such as name, address, and social security number, as well as your banking information.
2. Read the instructions and terms carefully before proceeding. Familiarize yourself with the requirements and any specific guidelines provided by the financial institution offering the automatic investment plan.
3. Fill in your personal information accurately and legibly. Double-check the spellings and ensure that all information is up to date.
4. Provide your banking details, including the account number and routing number of the bank account from which you wish to make automatic investments. Be careful when entering these numbers to avoid any errors.
5. Specify the investment options you wish to enroll in. This could include mutual funds, stocks, bonds, or other investment vehicles provided by the financial institution.
6. Determine the frequency and timing of your investments. Some automatic investment plans allow for monthly contributions, while others may offer different options such as quarterly or annually.
7. Indicate the amount you wish to invest per contribution. This could be a fixed dollar amount or a percentage of your income. Make sure to adhere to any minimum investment requirements specified by the financial institution.
8. Review the completed form thoroughly to ensure accuracy. Check for any missing information or errors before submitting the form.

Who needs an automatic investment plan form:

1. Individuals who want to automate their investment process and avoid the hassle of manual investments may find an automatic investment plan form useful.
2. Investors who wish to make regular contributions to their investment portfolio without the need for constant monitoring or intervention may benefit from an automatic investment plan.
3. Those who want to take advantage of dollar-cost averaging, a strategy that involves investing a fixed amount at regular intervals, may consider using an automatic investment plan.
4. Those looking to build wealth gradually and steadily over time may find an automatic investment plan form helpful in maintaining a disciplined approach to investing.

Overall, an automatic investment plan form is suitable for individuals who seek convenience, consistency, and a systematic approach to their investment journey.

For pdfFiller’s FAQs

What is automatic investment plan form?

The automatic investment plan form is a document used to set up recurring investments in a specified fund or account.

Who is required to file automatic investment plan form?

Individuals or entities looking to automate their investments in a particular fund or account are required to file the automatic investment plan form.

How to fill out automatic investment plan form?

To fill out the automatic investment plan form, one must provide personal information, specify the investment amount and frequency, and select the fund or account for investment.

What is the purpose of automatic investment plan form?

The purpose of the automatic investment plan form is to facilitate consistent and disciplined investing by automating the investment process.

What information must be reported on automatic investment plan form?

The automatic investment plan form requires information such as personal details, investment amount, investment frequency, and fund or account selection.

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