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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 online automatic investment plan

01
To fill out an online automatic investment plan, follow these steps:
02
Login to your investment account on the financial institution's website.
03
Navigate to the section where the automatic investment plan is offered.
04
Read the terms and conditions of the plan carefully to understand the requirements and fees.
05
Choose the investment options that align with your financial goals and risk tolerance.
06
Set the investment amount or percentage of your regular contributions.
07
Select the frequency of contributions (e.g., monthly, quarterly).
08
Provide the necessary bank account information to facilitate automated transfers.
09
Review the information you entered and make any necessary changes.
10
Confirm your enrollment in the automatic investment plan.
11
Monitor your investment account regularly and make adjustments as needed.

Who needs online automatic investment plan?

01
Online automatic investment plans are suitable for individuals who:
02
- Want a convenient and hands-off approach to investing
03
- Have long-term financial goals and prefer regular contributions
04
- Wish to take advantage of dollar-cost averaging
05
- Are comfortable with the investment options available
06
- Prefer automated processes for savings and investments
07
- Do not have the time or expertise to actively manage their investments
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Online automatic investment plan is a tool that allows investors to automatically invest a certain amount of money into selected investments at regular intervals.
Individuals who want to automate their investment process or those who prefer a disciplined approach to investing may choose to file online automatic investment plan.
To fill out an online automatic investment plan, investors need to set up an account with a financial institution or investment platform, specify the amount and frequency of investments, and select the investment options.
The purpose of online automatic investment plan is to help individuals save and invest regularly without having to manually execute transactions each time.
Information such as the investor's personal details, investment amount, investment frequency, selected investments, and any additional instructions must be reported on an online automatic investment plan.
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