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ELECTRONIC DELIVERY REQUEST FORM Institutional Advisor Services SECTION 1:General Instructions Purpose of form: Use this form to authorize electronic delivery (delivery) of all account documents made

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How to fill out electronic delivery request form

How to Fill Out an Electronic Delivery Request Form:

01

Start by opening the electronic delivery request form on your computer or mobile device.

02

Fill in your personal details accurately, such as your name, email address, and contact number.

03

Provide the necessary recipient information, including their name and email address. Double-check that you have entered this information correctly.

04

Indicate the type of delivery method you prefer, whether it is by email, file transfer, or any other specified option.

05

If there are any additional instructions or specific requirements for the delivery, make sure to include them in the designated section.

06

Review all the information you have entered to ensure its accuracy. Correct any mistakes or missing details before submitting the form.

07

Once you are confident that the form is complete and accurate, click on the submit or send button to process your electronic delivery request.

Who Needs an Electronic Delivery Request Form:

01

Businesses or organizations that frequently send documents or files electronically to clients, customers, or partners can benefit from using an electronic delivery request form.

02

Individuals or professionals who need to securely send sensitive information, such as legal documents, medical records, or financial statements, may find an electronic delivery request form useful in ensuring the confidentiality and integrity of their data.

03

Any individual or organization looking to streamline the process of requesting and receiving electronic deliveries can benefit from using an electronic delivery request form. It provides a convenient and organized way to manage and track electronic deliveries, making it suitable for various purposes and industries.

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