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Return Completed Form to: Sterling Capital Funds P.O. Box 9762 Providence, RI 029409762 For assistance, call (800) 2281872AUTOMATIC INVESTMENT PLAN FORM Please use this form to add or change Automatic
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How to fill out automatic investment plan form

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Step 1: Obtain an automatic investment plan form from your preferred financial institution.
02
Step 2: Read the instructions and terms outlined in the form carefully.
03
Step 3: Provide your personal information such as name, address, contact details, and social security number.
04
Step 4: Select the investment options you want to allocate your funds to.
05
Step 5: Indicate the desired frequency and amount of automatic investments.
06
Step 6: Specify the source of funds for the automatic investments, such as your bank account.
07
Step 7: Review the form to ensure all information is accurate and complete.
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Step 8: Sign and date the form.
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Step 9: Submit the completed form to your financial institution either in person or by mail.
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Step 10: Keep a copy of the filled-out automatic investment plan form for your records.

Who needs automatic investment plan form?

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Individuals who want to automate their investment process.
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People who want to regularly invest a fixed amount of money without manual intervention.
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Investors who desire to take advantage of dollar-cost averaging strategy.
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Individuals who want to slowly build their investment portfolio over time.
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Those who prefer a disciplined and systematic approach to investing.
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An automatic investment plan form is a document that allows investors to automate their investment contributions into a specific account or investment vehicle at regular intervals.
Typically, individuals who wish to set up an automatic investment plan with a financial institution or investment firm are required to file this form.
To fill out the automatic investment plan form, provide personal information such as name, address, account details, the amount to be invested, investment frequency, and the bank information for automatic withdrawals.
The purpose of the automatic investment plan form is to establish a systematic method for investing a predetermined amount of money on a regular basis, thereby promoting disciplined saving and investing.
Information that must be reported includes personal identification details, investment account information, specified investment amounts, frequency of investments, and banking information for fund transfers.
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