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INDIVIDUAL RETIREMENT ACCOUNT (IRA) REQUEST FOR DISTRIBUTIONS Use this form to request a onetime distribution, establish a Systematic Withdrawal Plan (SVP) on your account or request a Conversion/
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Fuller and Thaler Funds is a set of investment funds managed by Fuller & Thaler Asset Management, Inc., a registered investment advisory firm.
Investment companies, advisors, and other entities managing Fuller and Thaler Funds are required to file regulatory forms with the relevant authorities.
To fill out Fuller and Thaler Funds, investment companies and advisors must provide detailed information about the funds' holdings, performance, and compliance with regulations on the required regulatory forms.
The purpose of Fuller and Thaler Funds is to provide investors with opportunities to invest in diversified portfolios managed by professional fund managers.
Information such as fund holdings, performance data, fees, expenses, and compliance with regulations must be reported on Fuller and Thaler Funds.
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