Get the free Non-Retirement Account Redemption Form - Calvert Investments

Account Redemption Form Use this form to redeem shares from non-retirement accounts only. If this is a redemption due to the death of the account owner(s), additional documentation may be required

How to fill out non-retirement account redemption form

How to fill out non-retirement account redemption form:

1. Obtain the form: The non-retirement account redemption form can usually be obtained from the financial institution where your account is held. You may be able to download it from their website or request it through their customer service.
2. Provide personal information: Fill out the required personal information section of the form. This may include your full name, address, date of birth, social security number, and contact information. Make sure to double-check that all information is accurate and up to date.
3. Specify the account details: Indicate the specific non-retirement account for which you are requesting redemption. This may include providing the account number, type of account, and any other relevant details that help identify your account accurately.
4. State the redemption amount: Clearly indicate the amount you wish to redeem from your non-retirement account. This can be a specific dollar amount or a percentage of the account balance. Be sure to check if there are any minimum or maximum redemption requirements set by the financial institution.
5. Choose redemption method: Select the preferred method of redemption. This could include options such as a check mailed to your address, electronic funds transfer to a specified bank account, or reinvestment in another investment product offered by the institution. Make sure to follow the instructions provided on the form for each redemption method.
6. Sign and date the form: At the end of the form, you will typically find a section where you need to sign and date to confirm that the information provided is accurate and that you agree to the terms and conditions set forth by the financial institution. Your signature may need to be notarized, so check the instructions carefully.

Who needs non-retirement account redemption form?

1. Individuals with non-retirement investment accounts: Any individual who holds a non-retirement account, such as a brokerage or investment account, may need to fill out a non-retirement account redemption form if they wish to redeem funds from their account.
2. Investors wanting to access their funds: If you have invested money in a non-retirement account, you may want to redeem some or all of your funds for various reasons, such as paying for expenses, funding an emergency, or making other investments.
3. Customers of financial institutions: Customers of banks, brokerage firms, or other financial institutions that offer non-retirement investment accounts will need to follow their specific procedures for requesting redemptions, which may involve filling out a redemption form.

For pdfFiller’s FAQs

What is non-retirement account redemption form?

Non-retirement account redemption form is a document used to redeem funds from a non-retirement investment account.

Who is required to file non-retirement account redemption form?

Individuals or entities who wish to redeem funds from a non-retirement investment account are required to file the form.

How to fill out non-retirement account redemption form?

The form typically requires the filer to provide personal information, account details, redemption amount, and signature.

What is the purpose of non-retirement account redemption form?

The form is used to initiate the process of redeeming funds from a non-retirement investment account.

What information must be reported on non-retirement account redemption form?

Information such as account holder name, account number, redemption amount, and date of redemption must be reported on the form.

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