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Financial Intermediary Change Form Please complete this form to authorize Columbia Management Investment Services Corp. to remove or change the financial advisor or financial intermediary designated
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How to fill out financial intermediary change request

01
Gather the necessary information and documentation for the change request.
02
Access the official form provided by the financial intermediary for making changes.
03
Fill out the form accurately and completely with the updated information.
04
Submit the filled-out form along with any required supporting documents to the designated contact at the financial intermediary.
05
Follow up to ensure that the change request has been processed and implemented correctly.

Who needs financial intermediary change request?

01
Individuals or entities who have undergone a change in their financial intermediary, such as switching banks or investment firms.
02
Clients or customers of the financial intermediary who need to update their account information or preferences.
03
Financial institutions or service providers who need to update their records for regulatory or compliance purposes.
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A financial intermediary change request is a formal document used to notify and request changes to the services or status of a financial intermediary, such as a broker or custodian.
Any entity or individual utilizing the services of a financial intermediary is required to file a financial intermediary change request if they need to make changes to their agreement or service parameters.
To fill out a financial intermediary change request, one must complete the designated form with accurate details such as personal information, the nature of the requested change, and any supporting documentation required.
The purpose of the financial intermediary change request is to formally communicate to the intermediary any desired changes and to ensure that these changes are processed correctly and efficiently.
The information that must be reported includes the requestor's identity, the details of the existing agreement, specific changes requested, and any relevant dates or supporting documents.
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