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Financial representative change request Return by mail: Putnam Investments PO Box 219697 Kansas City, MO 641219697Return by express delivery: Putnam Investments 430 W 7th Street Suite 219697 Kansas

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How to fill out financial representative change request

01

Obtain the financial representative change request form from the appropriate financial institution.

02

Fill out the top section of the form with your personal details such as name, address, and contact information.

03

Provide the existing financial representative's name and any pertinent identification information.

04

Indicate the reason for the change in the designated section.

05

Sign and date the form to certify the accuracy of the information provided.

06

Submit the completed form to the financial institution through the designated channel, such as mail, fax, or in-person.

07

Follow up with the financial institution if necessary to ensure the change request is processed successfully.

Who needs financial representative change request?

01

Any individual or entity who has an existing financial representative and wants to change them would require a financial representative change request. This can include clients of a financial institution, shareholders of a company, or beneficiaries of a trust or investment account.

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What is financial representative change request?

Financial representative change request is a form used to update the designated person responsible for managing financial matters on behalf of an individual or organization.

Who is required to file financial representative change request?

Any individual or organization that needs to change the designated financial representative must file a financial representative change request.

How to fill out financial representative change request?

To fill out the financial representative change request, one must provide the current financial representative details, the new financial representative information, and any supporting documentation required.

What is the purpose of financial representative change request?

The purpose of the financial representative change request is to ensure that the correct individual or organization is designated to manage financial matters.

What information must be reported on financial representative change request?

The financial representative change request must include current and new financial representative details, reason for the change, and any supporting documentation.

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