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6125 Memorial Drive, P.O. Box 7177, Dublin OH 43017 Toll Free 800-325-3539 614-760-2159 Fax 614-766-6669 www.meederfunds.com funds meederinvestment.com Feeder Investment Portfolios Transfer Request

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How to fill out meeder investment portfolios transfer

How to fill out Meeder Investment Portfolios transfer:

01

Obtain the necessary forms: Contact Meeder Investment Portfolios to request the transfer forms. They will provide you with the required documentation to initiate the transfer process.

02

Fill in your personal details: Provide your full name, address, email, and phone number. This information is needed to ensure that the transfer is accurately processed and to contact you if any additional information is required.

03

Include your account information: Provide your Meeder Investment Portfolios account number and any other identifying information requested on the form. This ensures that the transfer is directed to the correct account.

04

Specify the transfer amount: Indicate the amount you wish to transfer from your Meeder Investment Portfolios account. Be sure to double-check this amount to avoid any errors or discrepancies.

05

Choose the transfer method: Determine how you want the funds to be transferred. Options may include electronically to another investment account, via a check sent to your address, or any other available transfer method.

06

Sign and date the form: Read the instructions carefully and make sure you complete all the necessary fields. Sign and date the transfer form to indicate your consent and understanding of the transfer process.

07

Submit the form: Once you have completed the transfer form, ensure that you follow the instructions provided by Meeder Investment Portfolios for submission. This may include mailing the form or electronically submitting it through their online platform.

Who needs Meeder Investment Portfolios transfer?

01

Individuals looking to switch investment providers: If you are dissatisfied with your current investment provider and wish to transfer your portfolio to Meeder Investment Portfolios, you may need to complete a transfer.

02

Individuals consolidating their investment accounts: If you have multiple investment accounts and wish to simplify your finances, transferring your portfolios to Meeder Investment Portfolios can help you consolidate your investments in one place.

03

Investors seeking better investment opportunities: Meeder Investment Portfolios may offer investment options that align better with your financial goals and risk tolerance. In this case, transferring your portfolios would allow you to take advantage of these opportunities.

Note: It is important to consult with a financial advisor or contact Meeder Investment Portfolios directly to understand the specific requirements and procedures for transferring your investment portfolios.

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