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MUTUAL FUNDS ORDER FORM * Please make checks payable to “CIBC Mellon Trust Company UH Acct Code:Date of Order:Account Name:Client Signature:LWF036Balanced Fund Series BLWF002Cdn Equity Fund Series

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How to fill out mutual funds order form

01

Step 1: Start by opening the mutual funds order form provided by your financial institution.

02

Step 2: Fill in your personal information, including your name, address, and contact details.

03

Step 3: Provide your Social Security Number or Tax Identification Number.

04

Step 4: Indicate the type of account you have or wish to open (individual, joint, retirement, etc.)

05

Step 5: Specify the mutual funds you want to invest in by providing the fund name or symbol.

06

Step 6: Determine the amount you wish to invest in each fund or indicate a percentage allocation.

07

Step 7: Check the box if you want to enroll in an automatic investment plan.

08

Step 8: Sign and date the form, indicating your agreement to the terms and conditions.

09

Step 9: Make a copy of the completed form for your records and submit it to your financial institution.

Who needs mutual funds order form?

01

Any individual or investor who wishes to invest in mutual funds need a mutual funds order form.

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What is mutual funds order form?

Mutual funds order form is a document used to place an order to buy or sell mutual fund shares.

Who is required to file mutual funds order form?

Investors who wish to buy or sell mutual fund shares are required to file mutual funds order form.

How to fill out mutual funds order form?

To fill out a mutual funds order form, investors need to provide their personal information, investment details, and specify the type of transaction they want to make.

What is the purpose of mutual funds order form?

The purpose of mutual funds order form is to facilitate the buying and selling of mutual fund shares for investors.

What information must be reported on mutual funds order form?

Information such as investor's name, account number, fund name, transaction type (buy/sell), number of shares, and signature must be reported on mutual funds order form.

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