Get the free Mutual Fund Account Transfer Form (Non-IRAs only)

Prudential Mutual Fund Services LLC For assistance: Clients: (800) 2251852 Financial Professionals: (888) 7785471 Price Financial Professionals: (800) 5427117Mutual Fund Account Transfer Form (NonIRAs

How to fill out mutual fund account transfer

How to fill out mutual fund account transfer

1. To fill out a mutual fund account transfer, follow these steps:
2. Obtain the necessary transfer forms from your current mutual fund company or broker.
3. Provide your personal information such as your name, address, and social security number.
4. Indicate the type of account you are transferring from and the account number.
5. Specify the name and address of the receiving mutual fund company or broker.
6. Provide the account number or registration of the receiving account.
7. Fill in the transfer amount and indicate whether it is a full or partial transfer.
8. If you are transferring from a retirement account, include any necessary retirement plan information.
9. Review the completed form for accuracy and sign it.
10. Submit the form to your current mutual fund company or broker, either by mail or electronically.
11. Keep copies of all transfer documentation for your records.

Who needs mutual fund account transfer?

1. Mutual fund account transfer is needed by individuals who wish to move their investments from one mutual fund company or broker to another.
2. This could be done for various reasons such as seeking better fund performance, lower fees, improved customer service, or consolidation of investment accounts.
3. Investors who are dissatisfied with their current mutual fund provider or want to diversify their holdings across different funds may also opt for a mutual fund account transfer.

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What is mutual fund account transfer?

Mutual fund account transfer is the process of moving funds from one mutual fund account to another.

Who is required to file mutual fund account transfer?

Investors or account holders who wish to transfer their funds from one mutual fund account to another are required to file mutual fund account transfer.

How to fill out mutual fund account transfer?

To fill out mutual fund account transfer, investors need to provide relevant account information, complete the necessary transfer form, and submit it to the mutual fund company or financial institution.

What is the purpose of mutual fund account transfer?

The purpose of mutual fund account transfer is to reallocate funds from one investment to another for various reasons such as diversification, changing investment goals, or consolidating accounts.

What information must be reported on mutual fund account transfer?

Information such as account numbers, transfer amount, account holders' names, and signatures must be reported on mutual fund account transfer.