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Regular mail:Impax Funds P.O. Box 534463 Pittsburgh, PA 152534463Overnight mail:Impax Funds Attention: 534463 500 Ross Street, 1540520 Pittsburgh, PA 15262 Telephone: 1 (800) 372 7827New Account ApplicationInvestor
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How to fill out inactive fund information
How to fill out inactive fund information
01
Identify the fund that is inactive.
02
Gather all relevant financial documents related to the inactive fund.
03
Enter the fund's name and identification number in the appropriate fields.
04
Provide the date when the fund became inactive.
05
Include a brief explanation for the inactivity of the fund.
06
Specify any residual assets associated with the inactive fund.
07
Review all information for accuracy and completeness before submission.
Who needs inactive fund information?
01
Financial analysts assessing fund performance.
02
Regulatory authorities monitoring investments.
03
Trustees wishing to understand fund status.
04
Investors needing to update their records.
05
Accountants preparing tax filings related to inactive funds.
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What is inactive fund information?
Inactive fund information refers to the details and status of financial funds that are currently not being actively utilized or managed. This includes data on accounts or funds that have not had any transactions over a specific period.
Who is required to file inactive fund information?
Entities such as financial institutions, investment managers, and organizations that hold inactive funds are typically required to file inactive fund information to regulatory bodies.
How to fill out inactive fund information?
To fill out inactive fund information, entities must provide necessary details such as account numbers, fund names, the reason for inactivity, and any relevant financial data according to the specific guidelines set by the regulatory authority.
What is the purpose of inactive fund information?
The purpose of inactive fund information is to maintain transparency in financial reporting, help regulatory authorities track dormant accounts, and safeguard against potential fraud or mismanagement of funds.
What information must be reported on inactive fund information?
Reported information typically includes the account holder's details, fund identification numbers, periods of inactivity, balances, and any relevant correspondence regarding the status of the funds.
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