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Change of Advisor Form Student s People Soft number: Student s Name (please print): Student s Preferred Email: Current Degree Program: Current Faculty Advisor: New Faculty Advisor: Term you want this

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How to fill out this advisor change form

How to fill out this advisor change form:

01

Obtain the advisor change form from the appropriate department or office.

02

Fill in your personal information, including your full name, student ID number, and contact details.

03

Indicate the current advisor's name and the reason for the change.

04

Specify the new advisor's name and department or program.

05

If necessary, provide any additional information or explanations regarding the advisor change.

06

Sign and date the form.

07

Submit the completed form to the designated office or department for processing.

Who needs this advisor change form:

01

Students who wish to switch advisors within a university or academic institution.

02

Individuals who have experienced a change in their academic program or field of study and need to update their advisor accordingly.

03

Students who have concerns or conflicts with their current advisor and would like to switch to someone more compatible or better suited for their academic needs.

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What is this advisor change form?

This advisor change form is a document used to report any changes in financial advisor, investment advisor representative, or related personnel to regulatory authorities.

Who is required to file this advisor change form?

Any financial advisor, investment advisor representative, or related personnel who experiences a change must file this form.

How to fill out this advisor change form?

The form typically requires information about the individual or firm, the nature of the change, and any supporting documentation. It is important to follow the instructions provided by the regulatory authority.

What is the purpose of this advisor change form?

The purpose of this form is to ensure that regulatory authorities are informed of any changes in personnel within financial advisory firms to maintain compliance and transparency.

What information must be reported on this advisor change form?

Information such as the name and contact details of the individual or firm, details of the change, effective date, and any supporting documentation may need to be reported on this form.

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