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PARNASSUS FUNDS www.parnassus.com Transfer on Death Form Please mail your completed form to: Parnassus Investments 1 Market Street, Suite 1600 San Francisco, CA 94105 Transfer on Death Form Please
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How to fill out Parnassus Funds - Transfer:

01
Determine the type of transfer you want to make, whether it's an electronic transfer or by check.
02
Obtain the necessary transfer form from Parnassus Funds, either by downloading it from their website or requesting it by mail.
03
Fill out the transfer form accurately and completely, providing all requested information such as your account details, the amount to be transferred, and the recipient's information if applicable.
04
Review the form to ensure all information is correct and make any necessary corrections before submitting it.
05
If it is an electronic transfer, follow the instructions provided by Parnassus Funds to complete the transfer online.
06
If it is a transfer by check, attach the completed transfer form to the check and mail it to the address provided by Parnassus Funds.
07
Keep a copy of the transfer form for your records.

Who needs Parnassus Funds - Transfer:

01
Investors who have holdings in Parnassus Funds and wish to transfer funds from one account to another within the same fund family.
02
Individuals who want to consolidate their investments or rebalance their portfolio by moving funds from one Parnassus Fund to another.
03
Those who have decided to transfer funds to Parnassus Funds from another financial institution in order to take advantage of their investment options and services.
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Parnassus Funds - Transfer is a process of transferring funds between different accounts within the Parnassus Funds.
Any investor who wishes to transfer funds between different accounts within the Parnassus Funds is required to file a Parnassus Funds - Transfer request.
To fill out a Parnassus Funds - Transfer request, you need to provide details of the accounts involved in the transfer, including the account numbers and the amount to be transferred.
The purpose of Parnassus Funds - Transfer is to allow investors to reallocate their investments within the Parnassus Funds according to their financial needs and goals.
The Parnassus Funds - Transfer request must include the account numbers and the amount to be transferred between accounts.
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