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Eaton Vance Mutual Funds Eaton Vance Mutual Funds Retirement Account Preregistration Authorization Form Return to: Eaton Vance Funds, P.O. Box 9653, Providence, RI 029409653 Overnight Mail: Eaton
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How to fill out non-retirement account re-registration authorization

01
Obtain the non-retirement account re-registration authorization form.
02
Read the instructions and requirements on the form carefully.
03
Fill in your personal details, including your full name, address, contact information, and social security number.
04
Provide the details of your existing non-retirement account that you want to re-register.
05
Specify the type of re-registration you are requesting, such as a change of ownership, change of account type, or transfer to another institution.
06
Attach any supporting documents required for the re-registration, such as identification proof, account statements, or legal documentation.
07
Review the completed form to ensure all the information is accurate and complete.
08
Sign and date the form.
09
Submit the filled-out form and supporting documents to the appropriate institution or financial advisor.
10
Follow up with the institution or financial advisor to track the progress of your re-registration.

Who needs non-retirement account re-registration authorization?

01
Individuals who want to make changes to their existing non-retirement account or transfer it to another institution may need non-retirement account re-registration authorization. This form is typically required by financial institutions or advisors to ensure proper documentation and authorization for the requested changes.
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Non-retirement account re-registration authorization is a form that allows individuals to update their account details for non-retirement accounts.
Individuals who have non-retirement accounts that need to be updated or changed are required to file the re-registration authorization.
To fill out the form, individuals need to provide their account information, personal details, and any changes that need to be made.
The purpose of the form is to ensure that the account details are up to date and accurate.
Information such as account number, account holder's name, contact information, and any changes that need to be made must be reported on the form.
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