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What is Address/Email Change

The Change of Address/Email Notification is a service agreement form used by clients of Taylor Collison Limited to update their registered address or email address.

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Who needs Address/Email Change?

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Address/Email Change is needed by:
  • Clients of Taylor Collison Limited wishing to update personal information.
  • Directors responsible for maintaining client records.
  • Trustees managing client accounts.
  • Financial advisors needing up-to-date contact information.
  • Administrative staff handling client data updates.

How to fill out the Address/Email Change

  1. 1.
    Access the Change of Address/Email Notification form by visiting pdfFiller. You can find it in the forms section or by searching for the form name directly.
  2. 2.
    Once the form is open, navigate through the fillable fields using your mouse or keyboard. The interface allows you to click on each section to enter data.
  3. 3.
    Gather all necessary information before starting. You’ll need your account number, current registered address, new address, and email details.
  4. 4.
    Begin filling in the form by entering your account number in the designated field. Ensure you provide the correct and complete account number to avoid processing issues.
  5. 5.
    Next, input your current registered (old) address and your new address clearly. Check for spelling mistakes or incorrect entries.
  6. 6.
    Fill in the old and new email address fields accurately. Ensure that your new email address is one you have access to.
  7. 7.
    After completing all required fields, review your entries carefully. Check for accuracy and completeness to prevent complications.
  8. 8.
    Once you confirm that all information is accurate, proceed to the signature section. Ensure that all account holders or authorized representatives sign as required.
  9. 9.
    After signing, you can save the form on pdfFiller. Use the save functionality to keep your progress. You also have the option to download the form to your device in various formats.
  10. 10.
    If necessary, submit the completed form directly through pdfFiller following the platform's submission instructions. Make sure to keep a copy for your records.
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FAQs

If you can't find what you're looking for, please contact us anytime!
All account holders or authorized representatives are required to sign the Change of Address/Email Notification form. This ensures that all parties agree to the updates made to the contact information.
To fill out the Change of Address/Email Notification, you will need your account number, current and new address details, and email addresses. Ensure you have these documents ready before starting the form.
No, notarization is not required for the Change of Address/Email Notification form. You simply need the necessary signatures from account holders or authorized representatives.
After completing the Change of Address/Email Notification on pdfFiller, you can submit it directly through the platform. Follow the submission instructions provided on the form, and consider saving a copy for your records.
If you make a mistake while filling out the Change of Address/Email Notification, you can easily correct it within pdfFiller. Review each field carefully and edit any entries before finalizing the form.
While specific deadlines may vary based on circumstances, it's advisable to submit the Change of Address/Email Notification as soon as your information changes. Prompt submission helps ensure that your records are updated in a timely manner.
Processing times for the Change of Address/Email Notification may vary depending on Taylor Collison Limited's procedures. It's best to allow reasonable time for processing and contact them if you have concerns about delays.
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