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Complete the Mutual Fund Transfer-In/Rollover Form for VALID Retirement Services to transfer or roll over funds from other accounts securely and efficiently.

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What is mutual fund transfer-inrollover form?

The mutual fund transfer-in/rollover form is a document that investors use to transfer or rollover their existing mutual fund investments from one fund or financial institution to another.

Who is required to file mutual fund transfer-inrollover form?

Investors who wish to transfer their holdings of mutual funds from another brokerage or investment firm to their current broker are required to file this form.

How to fill out mutual fund transfer-inrollover form?

To fill out the form, investors need to provide personal information, details of the mutual funds being transferred, account numbers, and the signature of the current account holder authorizing the transfer.

What is the purpose of mutual fund transfer-inrollover form?

The purpose of this form is to facilitate the smooth transfer of mutual fund assets between different accounts or institutions without selling the investments.

What information must be reported on mutual fund transfer-inrollover form?

The form requires reporting personal identification details, existing account numbers, the mutual funds being transferred, and the new account information where the funds will be transferred.

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