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Get the free mutual fund transfer instructions - Guide Dogs for the Blind

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STOCKMUTUAL FUNDRAISER INSTRUCTIONSTRANSFER to: SET Private Trust Company DTC #: 2039 Agent Internal # 11102C AFC Account Name: Guide Dogs for the Blind, Inc. ST AFC Guide Dogs Acct. Number: 210053STK
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How to fill out mutual fund transfer instructions

01
Obtain the mutual fund transfer form from your financial institution or directly from the mutual fund company.
02
Fill in your personal details such as your name, address, social security number, and account number.
03
Specify the details of the transfer including the name of the mutual fund you are transferring from, the name of the mutual fund you are transferring to, and the amount you wish to transfer.
04
Sign and date the form to authorize the transfer.
05
Submit the completed form to your financial institution or the mutual fund company for processing.

Who needs mutual fund transfer instructions?

01
Investors who want to move their investments from one mutual fund to another.
02
Individuals who are changing financial advisors or institutions and need to transfer their mutual fund holdings.
03
Beneficiaries who inherit mutual funds and wish to transfer them to their own accounts.
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Mutual fund transfer instructions are documents used to facilitate the transfer of shares or assets between different mutual fund accounts.
Investors or account holders who wish to move assets or shares between mutual fund accounts are required to file mutual fund transfer instructions.
Mutual fund transfer instructions can typically be filled out online through the mutual fund company's website or by contacting their customer service. The form will require information such as account details, the amount or type of shares to be transferred, and the receiving account information.
The purpose of mutual fund transfer instructions is to provide a formal request to transfer assets or shares between mutual fund accounts, ensuring accurate and timely processing of the transfer.
Mutual fund transfer instructions typically require details such as account numbers, names of account holders, the amount or type of shares to be transferred, and the receiving account information.
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