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DEPARTMENT OF HEALTH AND HUMAN SERVICES CENTERS FOR MEDICARE & MEDICAID SERVICESPOSTCERTIFICATION REVISIT REPORT PROVIDER / SUPPLIER / CIA / IDENTIFICATION NUMBER345406Y1MULTIPLE CONSTRUCTION A. Building

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How to fill out 12b1-3

01

Obtain a copy of Form 12b1-3 from the relevant regulatory body or financial institution.

02

Fill in the required personal information such as name, address, and social security number.

03

Provide details about the investment product or fund that the form pertains to.

04

Indicate the specific section or provision of the law that applies to the filing of Form 12b1-3.

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Sign and date the form before submitting it to the appropriate party.

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What is 12b1-3?

12b1-3 refers to a form used for filing information regarding mutual fund fees and expenses.

Who is required to file 12b1-3?

Mutual fund companies and investment firms are required to file 12b1-3.

How to fill out 12b1-3?

12b1-3 can be filled out by providing detailed information on mutual fund fees, expenses, and related financial data.

What is the purpose of 12b1-3?

The purpose of 12b1-3 is to ensure transparency and disclosure of fees associated with mutual funds.

What information must be reported on 12b1-3?

Information such as fund operating expenses, management fees, distribution fees, and other related costs must be reported on 12b1-3.

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