Get the free Mutual Fund Add/Remove Trustee/Authorized Agent and Certification Form

Mutual Fund Add/Remove Trustee/Authorized Agent and Certification Form. O. Box 659453 San Antonio, Texas 782659825STEP 1:Complete this form to add individuals or entities as a trustee of a trust account

How to fill out mutual fund addremove trusteeauthorized

How to fill out mutual fund addremove trusteeauthorized

1. Obtain the mutual fund addremove trusteeauthorized form from the mutual fund company.
2. Fill out the personal information section, including your name, address, and contact information.
3. Provide the details of the trustee you want to add or remove, such as their name, address, and contact information.
4. Indicate whether you want to add or remove the trustee.
5. If adding a trustee, specify their authorized power and responsibilities.
6. Sign and date the form.
7. Submit the completed form to the mutual fund company as per their instructions.

Who needs mutual fund addremove trusteeauthorized?

1. Anyone who wants to add or remove a trustee from their mutual fund account needs mutual fund addremove trusteeauthorized form. This form is typically required to update the authorized individuals who can make decisions or act on behalf of the account holder.

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