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DO NOT STAPLEES_NYA_ROA 072001 0820-Page 1 of 1New York's 529 AdvisorGuided College Savings ProgramRights of Accumulation Form Complete this form to reduce the sales charges associated with the purchase

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How to fill out rights of accumulation form

01

Obtain a copy of the rights of accumulation form from the relevant institution or organization.

02

Read the instructions provided with the form carefully.

03

Fill in your personal information accurately, including your full name, address, and contact details.

04

If required, provide information about your existing assets or investments that are eligible for accumulation rights.

05

Double-check all the information you have entered to ensure it is correct.

06

Sign the form and date it.

07

Submit the completed form to the designated authority or institution either in person or by mail.

08

Keep a copy of the filled out form for your records.

Who needs rights of accumulation form?

01

Anyone who has existing assets or investments and wishes to benefit from the rights of accumulation should fill out the rights of accumulation form.

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What is rights of accumulation form?

Rights of accumulation form is a document that allows investors to combine their current investment with future investments in a particular fund to receive breakpoints and reduced sales charges.

Who is required to file rights of accumulation form?

Investors who want to take advantage of breakpoints and reduced sales charges in a mutual fund are required to file rights of accumulation form.

How to fill out rights of accumulation form?

To fill out rights of accumulation form, investors need to provide information such as their account number, investment amount, and signature.

What is the purpose of rights of accumulation form?

The purpose of rights of accumulation form is to help investors save money on sales charges by combining their current investment with future investments.

What information must be reported on rights of accumulation form?

The information that must be reported on rights of accumulation form includes account number, investment amount, and investor's signature.

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