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Get the free Custodial Redemption of Shares Form-Class AWI-10-2013

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TM Custodial Redemption of Shares Form Class A, W and I Share Please note custodial signature is required. CURRENT SUBSCRIBER INFORMATION (Please print name in which shares are registered) Investor
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How to fill out custodial redemption of shares

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How to Fill Out Custodial Redemption of Shares:

01
Obtain the custodial redemption form from the financial institution or company that handles your shares. This form is usually available on their website or can be requested through customer service.
02
Fill out the personal information section of the form, including your full name, address, contact information, and social security number. This information is necessary for identification purposes.
03
Provide the details of the shares you wish to redeem. This may include the company name, stock symbol, number of shares, and any specific instructions or restrictions related to the redemption.
04
Indicate the preferred method of payment for the redeemed shares. This could be in the form of a check, direct deposit, or transfer to another financial institution.
05
Review the completed form to ensure all the information is accurate and complete. Any errors or omissions could delay the redemption process.
06
Sign and date the form. The signature should match the name provided in the personal information section. If the shares are held jointly or as part of a trust or corporation, additional signatures may be required.
07
Submit the form to the financial institution or company that manages your shares. This can usually be done by mail, fax, or electronically through their website. Follow their specific instructions for submission.
08
Keep a copy of the completed form for your records. This will serve as proof of your redemption request.

Who Needs Custodial Redemption of Shares:

01
Shareholders who want to sell or liquidate their shares in a mutual fund, exchange-traded fund (ETF), or other investment product typically need to go through the process of custodial redemption. This allows them to convert their shares into cash or transfer them to a different investment.
02
Individuals or entities who have inherited shares from a trust, estate, or other means may also require custodial redemption to access the value of the shares.
03
In some cases, custodial redemption may be required by a court order or as part of a legal settlement or corporate action. This ensures proper transfer of ownership and compliance with regulatory requirements.
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Custodial redemption of shares is a process in which shares held in custody are redeemed by the owner of the shares.
The owner of the shares or the custodian holding the shares on behalf of the owner is required to file custodial redemption of shares.
To fill out custodial redemption of shares, the owner or custodian must provide details of the shares being redeemed, including the number of shares, their value, and the reason for redemption.
The purpose of custodial redemption of shares is to facilitate the transfer of ownership of the shares from the custodian to the owner.
The information reported on custodial redemption of shares should include details of the shares being redeemed, the parties involved, and the date of redemption.
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