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TODAYS INDEPENDENT SOLUTIONAnnuity Liquidation Suitability Worksheet This worksheet is for annuity liquidations where the proceeds are not being used to purchase another Variable or Fixed Indexed
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How to fill out scudder portfolio trust form

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To fill out the Scudder Portfolio Trust form, follow these steps: 1. Start by obtaining a copy of the form. This can typically be done by contacting the Scudder Portfolio Trust directly or visiting their official website.
02
Read the instructions provided at the beginning of the form carefully. These instructions will guide you through the process and provide important information about the form.
03
Begin filling out the form by providing your personal information. This may include your name, address, contact details, and social security number.
04
Provide any required information about the account you are opening or managing through the Scudder Portfolio Trust. This may include account numbers, investment preferences, and contribution amounts.
05
If applicable, indicate any additional services or features you would like to include in your account. This could be things like automatic dividend reinvestment or specific account beneficiaries.
06
Review the completed form to ensure all information provided is accurate and complete. Make any necessary corrections or additions.
07
Sign and date the form as indicated. This is often required to validate the information provided.
08
Follow any additional instructions provided on the form or by the Scudder Portfolio Trust to submit the form. This may include mailing it to a specific address or submitting it online.
09
Keep a copy of the completed form for your records. This can be useful for future reference or if any questions arise regarding the information provided.

Who needs scudder portfolio trust form?

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Scudder Portfolio Trust form may be needed by individuals or entities who are interested in opening or managing an investment account through the Scudder Portfolio Trust.
02
This form may also be required by individuals who already have an account with the Scudder Portfolio Trust and need to make changes or updates to their account information.
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Ultimately, anyone who wants to engage with the services provided by the Scudder Portfolio Trust may need to fill out this form.
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Scudder portfolio trust form is a document used to report information about a portfolio trust managed by Scudder investment company.
The investment company managing the portfolio trust is required to file the scudder portfolio trust form.
To fill out the scudder portfolio trust form, the investment company must provide detailed information about the trust and its investments.
The purpose of the scudder portfolio trust form is to report information about the trust's holdings and performance.
The scudder portfolio trust form requires information about the trust's assets, income, expenses, and investment strategy.
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