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Instruction to have dividends paid out Columbia Threadneedle Investment Trusts By returning this form all of your existing income instructions for your account (specified in Part 1) will be overridden

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What is maturity election form?

The maturity election form is a document used by holders of certain financial instruments, such as bonds or savings bonds, to select how they would like to handle their investment upon maturity, including options for cashing out or reinvesting.

Who is required to file maturity election form?

Individuals or entities that hold certain financial instruments that offer options upon maturity, such as U.S. savings bonds or similar products, are required to file a maturity election form.

How to fill out maturity election form?

To fill out the maturity election form, holders must provide their personal information, details about the financial instrument, and select their desired option for handling the maturity of the investment, ensuring that all required fields are completed accurately.

What is the purpose of maturity election form?

The purpose of the maturity election form is to provide a mechanism for the security holder to choose their preferred option for their investment upon maturity, ensuring their wishes are documented and processed appropriately.

What information must be reported on maturity election form?

The maturity election form must report the holder's name, address, Social Security number or taxpayer identification number, details of the financial instrument, and the selected option for maturity handling.

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