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Account Application For NonBusiness Registrations When complete please return to Selected Funds, PO Box 219662, Kansas City, MO 641219662. For overnight mail: Selected Funds, 430 W 7th Street, Suite
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Start by gathering all the necessary information such as your full name, address, phone number, and email address.
02
Use a black or blue pen to fill out the form to ensure clarity and legibility.
03
Begin with personal information section and provide accurate details about yourself including your date of birth and social security number.
04
Move on to the contact information section and enter your current address, phone number, and email address.
05
If you are filling out the form for joint ownership, make sure to provide the required details of the co-owner as well.
06
Proceed to the beneficiary section if applicable and provide the necessary information about your chosen beneficiary.
07
If you have any special requests or instructions, include them in the designated section.
08
Review the completed form to ensure all the information is accurate and complete.
09
Sign and date the form at the designated areas.
10
Submit the filled-out form to the mutual fund company either by mail or electronically as instructed.
Who needs mutual fund contact information?
01
Anyone who wants to invest in a mutual fund needs to provide their contact information.
02
Mutual fund companies require contact information to maintain communication with investors.
03
Individuals who wish to open a mutual fund account or make changes to their existing account need to provide contact details.
04
Investors who want to receive updates, statements, and other important documents related to their mutual fund investment require contact information.
05
Financial advisors or brokers who assist clients with mutual fund investments also need contact information for their records.
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What is mutual fund contact information?
Mutual fund contact information refers to the details provided by mutual funds that include contact names, phone numbers, email addresses, and physical addresses for communication purposes.
Who is required to file mutual fund contact information?
All mutual funds registered with the Securities and Exchange Commission (SEC) are required to file mutual fund contact information.
How to fill out mutual fund contact information?
To fill out mutual fund contact information, complete the prescribed forms from the SEC, ensuring all relevant fields such as name, address, and phone number are accurately provided.
What is the purpose of mutual fund contact information?
The purpose of mutual fund contact information is to facilitate communication between regulators, investors, and the mutual funds themselves.
What information must be reported on mutual fund contact information?
The information that must be reported includes the mutual fund's name, address, primary contact person, phone number, and email address.
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