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Reset Co-transfer/ROLLOVER REQUEST FORM Simmons Retirement Solutions Mail to: P.O. Box 758547, Topeka, KS 666758547 Overnight to: Mail Zone 547, 5801 SW 6th Ave., Topeka, KS 666361001 Phone 8667473421

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How to fill out livewell mutual fund series

01

To fill out the Livewell Mutual Fund Series application form, follow these steps: 1. Start by entering your personal information, including your name, address, phone number, and email address. 2. Next, provide your date of birth, social security number, and employment information. 3. Select the type of account you want to open, such as an individual account or joint account. 4. Indicate the investment amount you wish to allocate to the Livewell Mutual Fund Series. 5. Choose the specific funds within the series that you want to invest in. You can find detailed information about each fund in the fund prospectus. 6. Review and confirm all the information you have provided. 7. Sign and date the application form. 8. Submit the completed application form along with any required supporting documents or payments to the designated address as mentioned in the form or as advised by the Livewell Mutual Fund Series customer support.

Who needs livewell mutual fund series?

01

The Livewell Mutual Fund Series may be suitable for individuals who are looking to invest in a professionally managed portfolio with varying degrees of risk and return potential. It is also suitable for individuals who prefer long-term investments and wish to diversify their investment across multiple funds within the series. Generally, people with a medium to high risk appetite who are ready to invest for a longer time horizon can consider the Livewell Mutual Fund Series. However, it is recommended to consult with a financial advisor or investment professional to determine if it aligns with your financial goals and risk tolerance.

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What is livewell mutual fund series?

Livewell mutual fund series refers to a specific investment fund series offered by Livewell Financial.

Who is required to file livewell mutual fund series?

Investment companies and other financial institutions offering the Livewell mutual fund series are required to file.

How to fill out livewell mutual fund series?

The Livewell mutual fund series can be filled out electronically through the designated financial platform or by submitting a paper form to the relevant regulatory authority.

What is the purpose of livewell mutual fund series?

The purpose of the Livewell mutual fund series is to provide investors with a diversified portfolio of assets managed by professional investment managers.

What information must be reported on livewell mutual fund series?

Information such as fund performance, holdings, fees, and other relevant financial data must be reported on the Livewell mutual fund series.

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