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DESIGNATION/CHANGE OF IRA BENEFICIARY Use this form to designate and/or change the primary and secondary beneficiaries for your Pole Capital Funds. You may change your beneficiaries at any time. To
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Litman Gregory Funds Trust is a mutual fund trust that offers a range of investment options for investors.
Investment advisors and individuals who have investments in Litman Gregory Funds Trust are required to file the necessary paperwork.
To fill out Litman Gregory Funds Trust, investors need to provide information about their investments, income, and other financial details as required by the trust.
The purpose of Litman Gregory Funds Trust is to provide investors with a professionally managed investment option that aligns with their financial goals.
Investors must report details of their investments in Litman Gregory Funds Trust, along with any income generated and other relevant financial information.
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