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Reinvestment of units between STAGE Funds Institutional Email: fund skagenfunds.com www.skagenfunds.com Fax: +47 51 86 37 00 Contact Customer Services All clients in STAGE Funds are welcome to contact
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How to fill out reinvestment of units fax
10 steps to fill out reinvestment of units fax:
01
Start by entering the date at the top of the form.
02
Provide your full name and contact information, including your phone number and email address.
03
Include your account number and the name of the investment firm or company handling your investments.
04
Indicate the number of units you wish to reinvest in the designated section. If you are unsure, contact your investment firm for guidance.
05
Specify the reinvestment option you prefer, such as reinvesting dividends or capital gains. This information is typically found in the reinvestment plan or prospectus provided by the investment firm.
06
If you have multiple investments eligible for reinvestment, list each investment separately, including the number of units to be reinvested.
07
Double-check the form to ensure accuracy and completeness. Make any necessary corrections before proceeding.
08
Sign and date the form at the bottom. Some forms may require additional signatures, such as a joint account holder or a legal guardian if the investment is held in a minor's name.
09
Attach any required supporting documents, such as a voided check or a copy of your identification, if specified by the investment firm.
10
Once completed, make a copy of the filled-out form for your records and send the original via fax to the designated fax number provided by the investment firm.
Individuals who hold investments and wish to reinvest their units may need to fill out a reinvestment of units fax. This includes individuals who have mutual funds, exchange-traded funds (ETFs), or other investments where the option to reinvest dividends or capital gains is available. It is important to consult with your investment firm or financial advisor to determine if a reinvestment of units fax is required for your specific situation.
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What is reinvestment of units fax?
The reinvestment of units fax is a form used to report reinvested dividends or capital gains from mutual fund investments.
Who is required to file reinvestment of units fax?
Investors who have received dividends or capital gains from mutual fund investments and chose to reinvest them are required to file reinvestment of units fax.
How to fill out reinvestment of units fax?
To fill out reinvestment of units fax, investors need to provide details of the mutual fund, amount of dividends or capital gains reinvested, and any applicable tax information.
What is the purpose of reinvestment of units fax?
The purpose of reinvestment of units fax is to ensure accurate reporting of reinvested income from mutual fund investments for tax purposes.
What information must be reported on reinvestment of units fax?
Investors must report the name of the mutual fund, amount of dividends or capital gains reinvested, and any applicable tax information on the reinvestment of units fax.
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