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Eaton Vance Mutual Funds Eaton Vance Mutual Funds
Retirement Redemption Authorization Form
Return to: Eaton Vance Funds, P.O. Box 9653, Providence, RI 029409653
Overnight Mail: Eaton Vance Funds,
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How to fill out non-retirement redemption authorization form
How to fill out non-retirement redemption authorization form
01
To fill out the non-retirement redemption authorization form, follow these steps:
02
Start by placing your name and contact information at the top of the form.
03
Provide your account number or identification number for the non-retirement account you wish to redeem.
04
Indicate the specific investment holding or fund you want to redeem from.
05
Enter the dollar amount or percentage of units you wish to redeem.
06
Specify whether you want the redemption proceeds to be paid to you via check or directly deposited into your bank account.
07
If you choose direct deposit, provide your banking information including the account number, routing number, and account type (checking or savings).
08
Sign and date the form to authorize the redemption of your non-retirement account.
09
If required, attach any additional documents or information as specified in the form instructions.
10
Submit the completed form to the appropriate recipient or address as mentioned in the form or provided by your financial institution.
11
Keep a copy of the form for your records.
12
Please note that specific instructions may vary depending on the financial institution or organization offering the non-retirement redemption authorization form. It is always recommended to carefully read and follow the instructions provided with the form or consult with a financial advisor if needed.
Who needs non-retirement redemption authorization form?
01
The non-retirement redemption authorization form is typically required by individuals who hold non-retirement investment accounts and wish to redeem their holdings.
02
This form is necessary for individuals who want to sell or withdraw funds from their non-retirement investment accounts such as individual brokerage accounts, mutual funds, stocks, or other investment products that are held outside of retirement plans like a 401(k) or IRA.
03
The form serves as an authorization for the financial institution or organization to process the redemption request and release the funds to the account holder.
04
It is important to note that the specific requirements for the use of this form may vary depending on the financial institution or organization managing the non-retirement account. Some institutions may have their own customized forms or processes for redemption requests.
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What is non-retirement redemption authorization form?
Non-retirement redemption authorization form is a document used to authorize the redemption of non-retirement funds from an account.
Who is required to file non-retirement redemption authorization form?
Any account holder who wishes to redeem non-retirement funds from their account is required to file the form.
How to fill out non-retirement redemption authorization form?
To fill out the form, the account holder must provide their personal information, account details, redemption amount, and signature.
What is the purpose of non-retirement redemption authorization form?
The purpose of the form is to authorize the redemption of non-retirement funds from an account.
What information must be reported on non-retirement redemption authorization form?
The form must report the account holder's personal information, account details, redemption amount, and signature.
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