Get the free AUTOMATIC INVESTMENT PLAN FORM - Sterling Capital Funds

Return Completed Form to: Sterling Capital Funds P.O. Box 9762 Providence, RI 02940-9762 For assistance, call (800) 228-1872 AUTOMATIC INVESTMENT PLAN FORM Please use this form to add or change Automatic

How to fill out automatic investment plan form

How to fill out automatic investment plan form:

1. Start by carefully reading the instructions provided on the form. It is important to understand the requirements and procedures before proceeding.
2. Fill in your personal information accurately and legibly. This may include your name, address, contact details, social security number, and any other information specifically requested.
3. Specify the investment options you wish to choose for your automatic investment plan. This could involve selecting specific funds, indicating the amount or percentage to be invested in each fund, and any other preferences you may have.
4. Indicate the frequency and amount of investments you would like to make. This could include monthly or quarterly contributions, as well as the specific dollar amount or percentage of your income you wish to allocate towards the investment plan.
5. Provide your bank or financial institution details for the automatic transfer of funds. This may involve filling in your account number, routing number, and any other necessary banking information.
6. Review the completed form for accuracy and make any necessary corrections.
7. Sign and date the form to certify that all the information provided is true and accurate.
8. Once you have filled out the form in its entirety, follow the submission instructions provided. This may involve mailing the form to a specific address or submitting it online through a secure portal.

Who needs automatic investment plan form?

1. Individuals looking to automate their investment process and regularly contribute to their investment portfolio would benefit from this form.
2. Those who want to take advantage of dollar-cost averaging by investing fixed amounts at regular intervals can utilize an automatic investment plan.
3. Investors who aim to build wealth over time and prefer a systematic approach to their investments would find value in an automatic investment plan.
4. Those who wish to align their investment strategy with their long-term financial goals can leverage an automatic investment plan to stay disciplined and focused.
5. Investors who want to take advantage of potential benefits such as compounding returns and diversification can benefit from utilizing an automatic investment plan form.

For pdfFiller’s FAQs

What is automatic investment plan form?

The automatic investment plan form is a document that allows investors to establish a systematic investment approach by authorizing periodic amounts to be automatically deducted from their bank account and invested in specific securities.

Who is required to file automatic investment plan form?

Individual investors who wish to establish an automatic investment plan are required to fill out and submit the automatic investment plan form.

How to fill out automatic investment plan form?

To fill out the automatic investment plan form, investors need to provide their personal information, bank account details, investment allocation preferences, and sign the authorization section of the form.

What is the purpose of automatic investment plan form?

The purpose of the automatic investment plan form is to facilitate regular and hassle-free investments for individual investors by automating the investment process and ensuring consistent contributions according to their investment goals.

What information must be reported on automatic investment plan form?

The automatic investment plan form typically requires investors to report their personal details such as name, address, social security number, bank account information, investment allocation instructions, and any additional information required by the financial institution or investment company offering the plan.

How do I edit automatic investment plan form online?

With pdfFiller, it's easy to make changes. Open your automatic investment plan form in the editor, which is very easy to use and understand. When you go there, you'll be able to black out and change text, write and erase, add images, draw lines, arrows, and more. You can also add sticky notes and text boxes.

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