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TRANSFER/ROLLOVER REQUEST FORM Repoint/Highland Capital Management Forward To: First Trust Retirement, c/o DST Systems, Inc. Regular Mail Overnight Delivery PO Box 219630 Mail Stop: Repoint Advisors Kansas
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Start by downloading the transferrollover request form from the nexpointhighland website.
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Fill in your personal details accurately, including your name, address, and contact information.
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Provide the necessary information about the transferrollover, such as the account details from which you want to transfer, and the destination account details.
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Indicate the reason for the transferrollover and any specific instructions you may have.
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Review the form to ensure all the information is correct and complete.
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Sign the form and date it.
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Submit the transferrollover request form to the appropriate authority or department as specified by nexpointhighland.

Who needs transferrollover request form nexpointhighland?

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Anyone who wishes to transfer or rollover funds from one account to another at nexpointhighland needs the transferrollover request form.
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