Get the free AUTOMATIC PURCHASE PLAN AUTHORIZATION FORM
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ARC Global AMERICAN REALTY CAPITAL GLOBAL TRUST, INC. AUTOMATIC PURCHASE PLAN AUTHORIZATION FORM Standard Mail: American Realty Capital Global Trust, Inc., PO Box 219865, Kansas City, MO 641219865
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How to fill out automatic purchase plan authorization
How to fill out automatic purchase plan authorization:
01
Start by obtaining the appropriate form from the company or financial institution offering the automatic purchase plan.
02
Read the instructions carefully to understand the requirements and details of the authorization process.
03
Fill in your personal details accurately, including your full name, address, and contact information.
04
Provide your account information, such as your account number and the type of account you have with the company.
05
Indicate the amount or percentage of your funds that you want to allocate for automatic purchases.
06
Specify the frequency and timing of the automatic purchases, whether it's monthly, quarterly, or any other interval.
07
Review the terms and conditions of the automatic purchase plan, making sure you understand and agree to them.
08
Sign the authorization form and date it to validate your consent to participate in the automatic purchase plan.
09
Submit the completed form to the company or financial institution according to their instructions.
Who needs automatic purchase plan authorization:
01
Individuals who want to regularly invest or save money in a systematic and disciplined manner.
02
Investors who wish to take advantage of dollar-cost averaging, spreading out their purchases over time to potentially reduce the impact of market volatility.
03
People who have specific financial goals, such as saving for retirement or building a college fund, and want to automate their contributions towards those goals.
04
Those who may struggle with consistent manual savings or investment contributions and prefer a convenient and automated method.
05
Anyone looking to simplify their financial planning and have a reliable strategy in place for regular purchases or investments.
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What is automatic purchase plan authorization?
The automatic purchase plan authorization is a document that allows an individual or entity to set up automatic purchases of securities at specified intervals.
Who is required to file automatic purchase plan authorization?
Individuals or entities who wish to set up automatic purchase plans for securities are required to file automatic purchase plan authorization.
How to fill out automatic purchase plan authorization?
To fill out automatic purchase plan authorization, the individual or entity must provide details such as the securities to be purchased, the intervals at which purchases will be made, and the financial institution where purchases will occur.
What is the purpose of automatic purchase plan authorization?
The purpose of automatic purchase plan authorization is to streamline the process of purchasing securities by allowing for automatic transactions at specified intervals.
What information must be reported on automatic purchase plan authorization?
Information such as the type of securities to be purchased, the intervals at which purchases will occur, and the financial institution where purchases will take place must be reported on the automatic purchase plan authorization.
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