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Use this form to change the dealer listed on your Lord Abbett account for various accounts including Mutual Fund, Traditional IRA, Roth IRA, Coverdell ESA, and SEP IRA.

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How to fill out change of dealer authorization

01

Obtain the 'Change of Dealer Authorization' form from the relevant regulatory authority.

02

Carefully read the instructions provided with the form to ensure compliance.

03

Fill out the personal and business information of the current dealer.

04

Provide the details of the new dealer, including business name, address, and contact information.

05

Get necessary signatures from both the current and new dealer.

06

Attach any required supporting documents, such as identification or proof of business registration.

07

Submit the completed form and any attachments to the appropriate regulatory authority, either online or by mail.

08

Keep a copy of the submission for your records.

Who needs change of dealer authorization?

01

Any dealer wishing to transfer their authorization to a new dealer.

02

Businesses that have changed ownership and need to update dealer information.

03

Individuals or entities looking to appoint a new dealer for their products or services.

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What is change of dealer authorization?

Change of dealer authorization is a formal process through which a dealer updates or modifies their authorization to conduct sales, representing a change in their business status or operational details.

Who is required to file change of dealer authorization?

Any dealer who undergoes changes in their business operations, such as ownership, location, or the type of products they are authorized to sell, is required to file a change of dealer authorization.

How to fill out change of dealer authorization?

To fill out a change of dealer authorization, a dealer must provide their existing dealer information, details of the changes being made, and any supporting documentation required by the relevant authorities.

What is the purpose of change of dealer authorization?

The purpose of change of dealer authorization is to ensure that all authorized dealers are accurately represented in the system, maintain compliance with regulations, and inform relevant parties of any changes in dealer operations.

What information must be reported on change of dealer authorization?

Information that must be reported includes the dealer's current and new authorization details, reasons for the change, and any relevant identification numbers or documentation required by the regulatory body.

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