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Get the free SHAREOWNER Change of Dealer Form - Clipper Fund

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SHAREHOLDER Change of Dealer Form Regular mail: Clipper Fund, PO Box 219167, Kansas City, MO 641219167 For overnight mail: Clipper Fund, 430 W 7th Street, Suite 219167, Kansas City, MO 641051407 Phone:
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01
To fill out a shareowner change of dealer form, follow these steps:
02
Obtain the shareowner change of dealer form from the relevant financial institution or online.
03
Fill in your personal information, including your full name, address, and contact details.
04
Provide your existing dealer's information, such as their name, address, and contact details.
05
Enter the details of the new dealer you wish to transfer your shares to, including their name, address, and contact details.
06
Indicate the shares or accounts you wish to transfer to the new dealer.
07
Sign and date the shareowner change of dealer form.
08
Submit the completed form to the financial institution or follow their specific instructions for submission.
09
Keep a copy of the filled-out form for your records.

Who needs shareowner change of dealer?

01
Shareowners who wish to change their dealer or financial institution need to complete a shareowner change of dealer form. This form is typically required by banks, brokerage firms, or other financial institutions when an individual wants to transfer their shares from one dealer to another. It may be needed for various reasons, such as better services, lower fees, or a change in investment strategy. Any individual who holds shares and wants to switch dealers should use a shareowner change of dealer form.
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Shareowner change of dealer refers to the process in which a shareholder notifies the relevant authorities or entities about a change in the dealer or broker managing their shares.
Shareowners who wish to change their dealer or broker are required to file a shareowner change of dealer.
To fill out a shareowner change of dealer, one must provide personal information, details about the current dealer, the new dealer, and any relevant account information in the specified form.
The purpose of shareowner change of dealer is to ensure that the transfer of management of shares from one dealer to another is officially documented and recognized.
Information that must be reported includes the name and address of the shareowner, the current dealer's details, the new dealer's information, and any relevant account numbers.
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