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CGM FUNDS ACCOUNT APPLICATION Do not use this application to establish a CGM Traditional, Roth or SEP IRA, Pension or Profit Sharing Plan, Corporation, LLC, Partnership, or Legal Entity. Call 8003454048

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How to fill out cgm ira account application

01

Obtain a copy of the CGM IRA account application form either online or from a CGM representative.

02

Fill out personal information such as name, address, social security number, and date of birth.

03

Choose the type of IRA account you want to open (Traditional, Roth, or SEP IRA) and indicate whether it is a new account or a rollover from another retirement account.

04

Specify the beneficiary for the account and provide their information.

05

Sign and date the application form and include any required documentation such as a copy of your ID or proof of address.

06

Submit the completed application form either online or by mail to the CGM IRA account processing center.

Who needs cgm ira account application?

01

Individuals who are looking to open a retirement savings account with CGM can benefit from filling out the IRA account application.

02

Those who want to take advantage of tax advantages and savings incentives offered by IRA accounts may need to fill out the application.

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What is cgm ira account application?

CGM IRA account application is a form used to open an individual retirement account with CGM Funds.

Who is required to file cgm ira account application?

Any individual who wishes to open an IRA account with CGM Funds is required to file the CGM IRA account application.

How to fill out cgm ira account application?

To fill out the CGM IRA account application, you need to provide personal information, investment preferences, and beneficiary details as required on the form.

What is the purpose of cgm ira account application?

The purpose of the CGM IRA account application is to establish an individual retirement account with CGM Funds for the account holder.

What information must be reported on cgm ira account application?

The CGM IRA account application requires information such as account holder's name, address, SSN, investment goals, risk tolerance, and beneficiary designation.

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