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UNITED SCENIC ARTISTS R RETIREMENT 401 K P LAN C/O ADMINISTRATIVE SERVICES ONLY, INC. 303 MERRICK ROAD, SUITE 300 BENBROOK, NY 11563 877-999-3555 (FAX) 516-396-5593 INVESTMENT AUTHORIZATION FORM *COMPLETED
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How to fill out an investment authorization form:

01
Start by reading the instructions provided with the form. Make sure you understand the purpose of the form and what information needs to be provided.
02
Fill in your personal information accurately. This typically includes your full name, contact details, and any other identification information required.
03
Provide information about the investment you are authorizing. This may include the name of the investment, investment amount, investment account number, and any related details.
04
Carefully review and fill out any accompanying sections or checkboxes related to specific investment instructions or preferences, such as risk tolerance or investment goals.
05
If applicable, provide any additional documents or paperwork required to support your investment authorization. This could include proof of identity, proof of funds, or any other supporting documentation requested.
06
Double-check all the information you have provided to ensure it is accurate and complete. It's important to be thorough and avoid any mistakes or missing information.
07
Sign and date the authorization form as required. This signifies your consent and agreement to the terms and conditions stated in the form.
08
Keep a copy of the filled-out form for your records before submitting it to the relevant party or organization.

Who needs an investment authorization form:

01
Individuals who want to authorize someone else to make investment decisions on their behalf may need an investment authorization form. This could include situations where an individual is unable or prefers not to make investment decisions personally.
02
Certain financial institutions or investment companies may require an investment authorization form to be completed in order to comply with legal and regulatory requirements.
03
Trusts, estates, or other entities with multiple individuals or parties involved in investment decisions may use investment authorization forms to ensure clear and documented consent from all relevant parties.
Remember, it's always important to consult with a financial advisor or professional if you have any questions about filling out an investment authorization form or if you need guidance on investment decisions.
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The investment authorization form is a document that grants permission to invest in a specific project or opportunity.
Any individual or entity looking to make an investment that requires authorization.
The form must be completed with details about the investment opportunity, the investor's information, and any other required documentation.
The purpose of the form is to ensure that investments are made in compliance with regulations and that all necessary permissions are obtained.
Details about the investment opportunity, the investor's information, and any other required documentation must be reported on the form.
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MERRICK administratively LYNBROOK Deferrals 2014 W-4 ETIREMENT 2002 imposes DOB regulatory applicable IRS deductions balances participants utilize earnings default employers NY Elective SCENIC deduct enrolled exceed elect ADMINISTRATIVE existing

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