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ACCOUNT CHANGE FORM Complete all applicable Sections. Return to: Touchstone Investments, P.O. Box 9878, Providence, RI 029408078 Overnight address: Touchstone Investments, 4400 Computer Drive, West
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How to fill out return to touchstone investments

01
Gather all the necessary documents such as your investment statements, tax forms, and personal identification.
02
Visit the Touchstone Investments website and navigate to the 'Forms & Literature' section.
03
Look for the specific form titled 'Return to Touchstone Investments' or a similar name.
04
Download and print the form.
05
Fill out the form by providing accurate information, such as your name, account details, and reason for returning the investments.
06
Double-check all the information to ensure accuracy and completeness.
07
Sign and date the form.
08
Make a copy of the filled-out form for your records.
09
Submit the completed form to Touchstone Investments either by mail or through their online submission portal.
10
Follow any additional instructions provided by Touchstone Investments for the return of your investments.
11
Keep a record of the submission and any correspondence related to the return for future reference.

Who needs return to touchstone investments?

01
Investors who are unsatisfied with their current investments in Touchstone Investments may need to fill out a 'Return to Touchstone Investments' form.
02
Individuals who want to close their investment accounts or reallocate their funds may also need to complete this form.
03
Anyone who wishes to withdraw their investments or make changes to their holdings may find it necessary to go through the return process.
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Return to Touchstone Investments refers to the financial documentation submitted by investors detailing their earnings, losses, and overall financial performance attributed to their investments in Touchstone products or services.
Individuals and entities that have invested in Touchstone products and have received earnings or distributions from these investments are required to file a return.
To fill out the return, investors must gather their investment records, calculate total earnings and losses, and complete the designated forms provided by Touchstone Investments, ensuring to include all necessary financial information.
The purpose of the return is to report accurate financial performance to stakeholders and regulatory authorities, ensuring compliance and transparency regarding investment returns.
The return must report total investment amounts, earnings received, any losses incurred, additional contributions, and distributions during the filing period.
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