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2017 Columbia Management Investment Advisers LLC. All rights reserved. 1678972 01/17 CT-FR/247008 K 01/17. This authorization must be signed by all registered shareholders on your account. Changing the financial intermediary information on your account will require authorization from the new firm. Part 1 Investor Information Please type or print Account Owner or UGMA/UTMA Minor Date of Birth MM/DD/YYYY Social Security Number Co-Account Owner or UGMA/UTMA Custodian Name of Trust or Entity if...
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How to fill out financial intermediary change form

01
Step 1: Obtain the financial intermediary change form from your financial institution.
02
Step 2: Fill out the personal information section of the form, including your name, address, and contact details.
03
Step 3: Provide information about your current financial intermediary, such as their name and contact information.
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Step 4: Indicate the reasons for the change in financial intermediary and provide any additional details required.
05
Step 5: Review the completed form for accuracy and make any necessary corrections.
06
Step 6: Sign and date the form to confirm that the information provided is true and accurate.
07
Step 7: Submit the filled-out form to your financial institution either in person or through the specified submission method.
08
Step 8: Follow up with your financial institution to ensure that the change has been processed successfully.

Who needs financial intermediary change form?

01
Individuals who currently have a financial intermediary and wish to switch to a different one.
02
Individuals experiencing issues with their current financial intermediary and require a change.
03
Individuals who have changed their financial goals or circumstances and need a new financial intermediary to align with their needs.
04
Individuals who are dissatisfied with the services provided by their current financial intermediary and seek a better alternative.
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The financial intermediary change form is a document used to update the details of a financial intermediary, such as a bank or brokerage firm, with the relevant authorities.
Financial institutions and intermediaries are required to file the financial intermediary change form.
To fill out the financial intermediary change form, you need to provide the updated information of the financial intermediary and submit it to the appropriate regulatory body.
The purpose of the financial intermediary change form is to ensure that the authorities have accurate and up-to-date information about the financial intermediaries operating in the market.
The financial intermediary change form typically requires details such as the name of the intermediary, contact information, any changes in ownership or management, and any regulatory compliance updates.
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