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ELECTRONIC DELIVERY CHANGE / OPT-OUT REQUEST FORM Institutional Advisor Services SECTION 1 General Instructions SECTION 4: Additional Account Information, if applicable (Cont.) Purpose of form: Use

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How to fill out electronic delivery change opt-out

How to fill out electronic delivery change opt-out:

01

Obtain the electronic delivery change opt-out form from the company or organization that is sending electronic communications.

02

Fill in your personal information on the form, including your full name, mailing address, and contact information.

03

Indicate your preference to opt-out of electronic delivery by selecting the appropriate checkbox or marking the designated area on the form.

04

Review the terms and conditions related to the electronic delivery change opt-out, ensuring you understand the implications of opting out of electronic communications.

05

Sign and date the form to acknowledge that you are opting out of electronic delivery.

06

Return the completed form to the company or organization via the specified method (e.g., mail, email, or online submission).

Who needs electronic delivery change opt-out:

01

Individuals who prefer to receive communications from a company or organization through traditional mail rather than electronic means.

02

Individuals who may not have reliable access to electronic devices or the internet.

03

Individuals who have privacy concerns related to electronic communications.

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What is electronic delivery change opt-out?

Electronic delivery change opt-out is a request made by an individual to stop receiving electronic delivery of certain documents.

Who is required to file electronic delivery change opt-out?

Individuals who no longer wish to receive documents electronically are required to file electronic delivery change opt-out.

How to fill out electronic delivery change opt-out?

To fill out electronic delivery change opt-out, individuals must submit a form or contact the relevant organization to request the change.

What is the purpose of electronic delivery change opt-out?

The purpose of electronic delivery change opt-out is to allow individuals to choose how they receive important documents.

What information must be reported on electronic delivery change opt-out?

Individuals must provide their name, contact information, account number, and details of the documents they no longer wish to receive electronically.

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