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Name: Fillable Online Non-ira Redemption Form for Westwood Funds Fax Email Print - pdfFiller
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This form is used to request a redemption from a Westwood Funds non-retirement account. It includes sections for account information, method of payment, redemption amount, cost basis accounting method, and signatures for authorization. Additional documentation may be required, depending on the redemption request.

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How to fill out non-ira redemption form

01

Obtain the non-IRA redemption form from the issuer's website or customer service.

02

Complete your personal information, including your full name, address, and social security number.

03

Provide account details related to the investment you're redeeming, such as account number and type of investment.

04

Specify the amount or units you wish to redeem from your account.

05

If applicable, select your preferred method of receiving the funds (e.g., check or electronic transfer).

06

Review the form for accuracy and completeness.

07

Sign and date the form to authorize the redemption.

08

Submit the completed form via the method specified by the issuer (e.g., mail, fax, or online submission).

Who needs non-ira redemption form?

01

Investors who hold non-IRA investment accounts and wish to access their funds.

02

Individuals who are looking to liquidate certain investments for cash.

03

Account holders who need to transfer assets from one investment to another outside of retirement accounts.

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What is non-ira redemption form?

The non-IRA redemption form is a document used by investors to request the redemption of funds from accounts that are not individual retirement accounts (IRA).

Who is required to file non-ira redemption form?

Individuals or entities who wish to redeem funds from non-IRA accounts are required to file the non-IRA redemption form.

How to fill out non-ira redemption form?

To fill out the non-IRA redemption form, provide personal information, account details, the amount to be redeemed, and any other required signatures or certifications.

What is the purpose of non-ira redemption form?

The purpose of the non-IRA redemption form is to formalize the request for the withdrawal or transfer of funds from a non-IRA investment account.

What information must be reported on non-ira redemption form?

The non-IRA redemption form must include personal identification, account number, the amount being redeemed, the reason for redemption, and any tax information if applicable.

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