Get the free Automatic Investment Plan Application - Keeley Funds

Automatic Investment Plan Application Mail To: KELLEY funds c×o U.S. Ban corp Fund Services, LLC PO Box 701 Milwaukee, WI 532010701 Overnight Express Mail To: KELLEY funds c×o U.S. Ban corp Fund

How to fill out automatic investment plan application

To fill out an automatic investment plan application, follow these steps:

1. Start by obtaining the application form from the financial institution or investment company that offers the plan.
2. Carefully read and understand the instructions on the form to ensure that you provide accurate and complete information.
3. Begin filling out the application by entering your personal details, such as your full name, contact information, and social security number.
4. Provide information about your financial goals and objectives, as well as your investment preferences. This may include your desired investment amount, investment duration, and risk tolerance.
5. If required, provide details of any existing investment accounts you have with the institution or any other financial institutions. This information helps them streamline your investment process and manage your portfolio more effectively.
6. If you wish to link your automatic investment plan to a bank account for withdrawal or deposit purposes, provide the necessary banking details, such as account number and routing number.
7. Review the completed application form thoroughly to ensure all the information provided is accurate and up to date. Make any necessary corrections before submitting it.
8. Sign and date the application form as required, indicating your consent to participate in the automatic investment plan.
9. Finally, submit the application form to the financial institution or investment company either by mail, in person, or through an online submission portal.
10. Long-term investors who want to save for retirement or achieve specific financial goals over an extended period.
11. Individuals who prefer a disciplined and systematic approach to investing, as automatic investment plans enable regular contributions without requiring regular manual effort.
12. People who want to take advantage of dollar-cost averaging, which helps mitigate the risks associated with market volatility by investing a fixed amount at regular intervals.
13. Those who find it challenging to time the market or make investment decisions, as automatic plans enable investment experts to manage the portfolio on their behalf.
14. Investors seeking to diversify their holdings by regularly investing in a wide range of assets or investment options offered by the financial institution or investment company offering the plan.
15. Investors who wish to automate their savings and investing process, making it easier to stay on track and avoid impulsive decisions.

By following the steps outlined above, anyone interested in an automatic investment plan can easily fill out the application and take advantage of this convenient and disciplined investment approach that suits their financial needs and goals.

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