Get the free Scholar'sEdge Change of Trustee Form - OppenheimerFunds

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S c h solar'Sedge change of Trustee/ rollover Form 1 Instructions Print clearly in all CAPITAL LETTERS using blue or black ink. When requested, please color in circles completely. Please use this

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What is scholarsedge change of trustee?

ScholarsEdge change of trustee is a form that allows for the replacement of a trustee or the addition of a new trustee to a ScholarsEdge account.

Who is required to file scholarsedge change of trustee?

The account holder or the current trustee is required to file the scholarsedge change of trustee form.

How to fill out scholarsedge change of trustee?

To fill out the scholarsedge change of trustee form, you need to provide information about the current trustee, the new trustee, and the reason for the change. The form can be downloaded from the ScholarsEdge website.

What is the purpose of scholarsedge change of trustee?

The purpose of scholarsedge change of trustee is to ensure that the account has a trusted individual managing the funds and making decisions on behalf of the beneficiary.

What information must be reported on scholarsedge change of trustee?

The scholarsedge change of trustee form requires the reporting of the current trustee's information, such as name, address, and contact details, as well as the new trustee's information. Additionally, the form may require details about the beneficiary and the reason for the trustee change.

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