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NONFINANCIAL TRANSACTION FORM IMPORTANT: Please strike off the section(s) that is (are) not used by you to prevent any unauthorized use.A. UNIT HOLDER INFORMATION Folio No(s) Investor Name B. CHANGE
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A non-financial transaction form is a document used to report transactions that do not involve monetary exchanges, such as the transfer of stocks, property, or other assets.
Entities or individuals engaged in non-financial transactions, like transfers of ownership for assets, are typically required to file a non-financial transaction form.
To fill out a non-financial transaction form, gather necessary information such as the parties involved, details of the transaction, and the assets being transferred, then complete the form accurately and submit it as instructed.
The purpose of a non-financial transaction form is to ensure compliance with regulatory requirements and to maintain a record of significant non-monetary transactions for legal and reporting purposes.
The information that must be reported typically includes the names and addresses of the parties involved, descriptions of the assets or properties, the date of the transaction, and any relevant identification numbers.
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