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Important Changes to Your Retirement Plan Whats new As the sponsor of the Ingram 401(k) Plan (the Plan), we continually look for ways to support and enhance the investment options available to you.

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What is investment set-up form?

The investment set-up form is a document used to provide necessary details for establishing an investment account or fund, including information about the investor and the nature of the investment.

Who is required to file investment set-up form?

Individuals and entities wishing to make investments or collaborate with investment firms are required to file the investment set-up form.

How to fill out investment set-up form?

To fill out the investment set-up form, provide accurate personal or business information, investment details, and any required supporting documentation as outlined by the investment firm.

What is the purpose of investment set-up form?

The purpose of the investment set-up form is to collect essential data to facilitate the onboarding of investors and ensure compliance with regulatory requirements.

What information must be reported on investment set-up form?

Information required includes the investor's name, contact details, investment goals, source of funds, and identification documentation.

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