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MUTUAL FUND SELECTION FORMKINDLY SELECT THE FUND(S) YOU WOULD LIKE TO INVEST CHAPEL HILL DUNHAM MONEY MARKET FUNDPARAMOUNT EQUITY BONDWOMEN INVESTMENT FUNCTIONAL AMOUNT (in words)WOULD YOU LIKE TO

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How to fill out mutual fund selection form

01

Start by obtaining the mutual fund selection form from your financial institution or online platform.

02

Read the instructions and guidelines provided with the form to understand the process.

03

Begin with filling out your personal information such as name, address, and contact details.

04

Provide your financial details like annual income, net worth, and investment objectives.

05

Research and analyze different mutual fund options available to you.

06

Evaluate the performance, risk factors, and expense ratios of the mutual funds.

07

Select the mutual funds that align with your investment goals and risk tolerance.

08

Indicate the amount or percentage of your investment you wish to allocate to each selected mutual fund.

09

Consider specifying any specific instructions regarding dividend reinvestment or redemption options.

10

Double-check all the information provided in the form for accuracy and completeness.

11

Sign and date the form to validate your selections.

12

Submit the filled-out mutual fund selection form to your financial institution or follow the online submission process as instructed.

Who needs mutual fund selection form?

01

Anyone who wishes to invest in mutual funds and tailor their investment portfolio according to their own preferences and goals needs to fill out a mutual fund selection form.

02

It is typically required by individuals who have a brokerage account or investment account, and want to choose specific mutual funds in which they want to invest their money.

03

Financial institutions and online platforms usually provide mutual fund selection forms to their customers or account holders to facilitate the investment process and ensure proper documentation.

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What is mutual fund selection form?

The mutual fund selection form is a document used to choose which mutual funds to invest your money in.

Who is required to file mutual fund selection form?

Investors who are looking to invest money in mutual funds are required to file the mutual fund selection form.

How to fill out mutual fund selection form?

To fill out the mutual fund selection form, you need to provide your personal information, the amount you want to invest, and the mutual funds you want to invest in.

What is the purpose of mutual fund selection form?

The purpose of the mutual fund selection form is to help investors choose which mutual funds to invest their money in.

What information must be reported on mutual fund selection form?

The mutual fund selection form requires information such as personal details, investment amount, and selected mutual funds.

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