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Get the free Change of Dealer Authorization - Capital Group

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MUTUAL FUNDS INVESTMENT CHANGE FORM 1. Reset FormAccount Information Account numberDealer/Rep code-name of Account holder (last, middle, first)2. Switches Onetime switch O Scheduled switchboard date
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How to fill out change of dealer authorization

01
Obtain the Change of Dealer Authorization form from the appropriate authority.
02
Read the instructions carefully and ensure you have all the necessary information and documents.
03
Fill out the form with accurate and complete details, including your personal information and contact details.
04
Provide information about the current dealer and the new dealer you want to authorize.
05
Sign and date the form in the designated areas.
06
Attach any required supporting documents, such as proof of identification or business registration.
07
Review the completed form to ensure everything is filled out correctly and legibly.
08
Make copies of the filled-out form and all attached documents for your records.
09
Submit the completed form and attachments to the appropriate authority by mail or in person.
10
Wait for a response from the authority regarding the change of dealer authorization.

Who needs change of dealer authorization?

01
Anyone who wants to authorize a change of dealer, such as a business owner or an individual who is responsible for dealer-related activities.
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Change of dealer authorization refers to the process of updating or modifying the authorization granted to a dealer to handle specific products or services.
Any dealer or entity that seeks to update their authorization status or details related to their licensing or dealership must file a change of dealer authorization.
To fill out the change of dealer authorization, one should complete the designated form provided by the regulatory authority, ensuring to provide accurate and complete details about the changes being requested.
The purpose is to ensure that all dealer records are up to date and comply with regulatory standards, allowing for proper oversight and adherence to lawful business practices.
The information that must be reported includes the dealer's name, address, details of the changes being made, and any relevant identification or licensing numbers.
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