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CHANGE/UPDATE BROKER/DEALER OF RECORD Please use this form to change the broker/dealer firm information currently associated with your Victory Funds account. You should contact your financial advisor
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How to fill out changeupdate

01
To fill out changeupdate form, follow these steps:
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Start by entering your personal information, such as your name, date of birth, and contact details.
03
Provide the necessary information about the change or update you wish to make. This could include changes to your address, phone number, employment status, or any other relevant details.
04
Clearly state the reason for the change or update and provide any supporting documents if required.
05
Review the completed form to ensure all the information is accurate and up-to-date.
06
Sign and date the form, indicating your agreement with the provided information.
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Submit the form to the appropriate authority or organization as instructed.

Who needs changeupdate?

01
Changeupdate is needed by individuals or organizations who have undergone a change in their personal or contact information.
02
Common examples of those who may need changeupdate include:
03
- Individuals who have moved and need to update their address with various institutions, such as banks, government agencies, or utility providers.
04
- Employees who have experienced a change in their employment status or workplace and need to update their employer or HR department.
05
- Students who have changed their educational program, course details, or contact information and need to inform their educational institution.
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- Business owners or organizations who have gone through rebranding, mergers, acquisitions, or changes in their legal structure and need to update their clientele, partners, or relevant government bodies.
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Overall, anyone who has experienced a change that requires updating or notifying others may need changeupdate.
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Changeupdate is a process for updating any changes in information.
Any individual or organization that has made changes to their information is required to file changeupdate.
Changeupdate can be filled out online through the designated portal provided by the relevant authorities.
The purpose of changeupdate is to ensure that all information on file is accurate and up-to-date.
Any changes to contact information, business address, ownership, or any other relevant information must be reported on changeupdate.
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