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A Self-directed
Workbook for Foster ParentsBuilding Bridges of Hope After Loss:
A Self-directed Workbook for Foster ParentsDeveloped by
Gazelle B. Tang, MSW (May 2017)
School of Social Work
California
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How to fill out a self-directed
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What is a self-directed?
A self-directed is a type of financial account where the account owner has control over investment decisions.
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Individuals who want to have more control over their investment choices are required to open and file a self-directed account.
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To fill out a self-directed account, individuals need to provide personal information, investment objectives, and choose investment options.
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Information such as personal details, investment selections, account balances, and any transactions made within the account must be reported on a self-directed account.
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