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Class S Shares New Account ApplicationSection 1 Type of Account Select one: Personal Registrations Individual Joint: Tenancy with rights of survivorship Joint: Community Property with rights of survivorship

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How to fill out non-retirement account application

01

Step 1: Start by gathering all the necessary documents and information required to fill out the application, such as your personal identification details, contact information, and financial information.

02

Step 2: Read through the application form carefully, paying attention to any specific instructions or requirements mentioned.

03

Step 3: Provide accurate and up-to-date information in each section of the application form. This may include details about your employment, income, assets, and liabilities.

04

Step 4: If there are any sections or questions that you are unsure about, it is recommended to seek guidance from a financial advisor or the institution offering the non-retirement account.

05

Step 5: Double-check your application form for any errors or omissions before submitting it. Make sure all the information provided is correct and complete.

06

Step 6: Sign and date the application form as required. Some forms may also require additional signatures from joint applicants or authorized individuals.

07

Step 7: Submit your completed application form along with any supporting documents as instructed by the financial institution.

08

Step 8: Keep a copy of the filled-out application form for your records. It may be useful as a reference in the future.

Who needs non-retirement account application?

01

Anyone who wishes to open a non-retirement investment account, such as an individual brokerage account, money market account, or savings account, may need to fill out a non-retirement account application.

02

Financial institutions often require individuals to complete such applications to gather necessary information for account opening, compliance purposes, and identity verification.

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These applications are typically needed by both new customers who do not have an existing account with the institution and existing customers who want to open additional non-retirement accounts.

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What is non-retirement account application?

Non-retirement account application is a form used to open an investment account that is not designated for retirement savings.

Who is required to file non-retirement account application?

Any individual or entity looking to open a non-retirement investment account is required to file a non-retirement account application.

How to fill out non-retirement account application?

To fill out a non-retirement account application, the applicant must provide personal information, financial details, investment goals, and beneficiary information.

What is the purpose of non-retirement account application?

The purpose of a non-retirement account application is to establish a record of ownership for an investment account not intended for retirement savings.

What information must be reported on non-retirement account application?

The non-retirement account application typically requires information such as name, contact details, social security number, financial information, investment preferences, and beneficiary designations.

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