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Request for UNQUALIFIED Fund Transfer / 1035 ExchangePlease print or type. SURRENDERING COMPANY INFORMATIONCurrent Trustee, Custodian, or Insurance Company (Surrendering Entity)Surrendering Company

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How to fill out request for non-qualified fund

01

Obtain the necessary request form for non-qualified funds from the relevant institution.

02

Fill out your personal details including name, address, contact information, and any required identification or account numbers.

03

Provide details about the nature of the non-qualified fund, such as the source of the funds and the amount being requested.

04

Include any additional documentation or information required by the institution to support your request.

05

Review the completed form for accuracy and completeness before submitting it to the institution.

Who needs request for non-qualified fund?

01

Individuals or entities who have investments or funds that do not meet the qualifications for tax-advantaged accounts may need to fill out a request for non-qualified fund.

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What is request for non-qualified fund?

A request for non-qualified fund is a formal application submitted to request funds that do not meet the qualifications set forth by a particular fund or investment.

Who is required to file request for non-qualified fund?

Any individual or organization seeking funds that do not meet the specified qualifications must file a request for non-qualified fund.

How to fill out request for non-qualified fund?

To fill out a request for non-qualified fund, one must provide detailed information about the funds being requested, the reason they do not meet the qualifications, and any supporting documentation.

What is the purpose of request for non-qualified fund?

The purpose of a request for non-qualified fund is to formally request funds that do not meet the specified qualifications, providing justification for why they should still be granted.

What information must be reported on request for non-qualified fund?

Information such as the amount of funds being requested, the reason they do not meet the qualifications, any supporting documentation, and contact information must be reported on a request for non-qualified fund.

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