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Get Nomination Form - Principal Mutual Fund 2020-2025
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How to fill out the Nomination Form - Principal Mutual Fund online
Filling out the Nomination Form for Principal Mutual Fund is an essential step in managing your investments. This guide will assist you in completing the form online, ensuring that your nominations are correctly documented and your intentions are clearly expressed.
Follow the steps to successfully complete the Nomination Form.
- Click ‘Get Form’ button to obtain the Nomination Form and open it for editing.
- Enter your account number in the 'Common Account No.' field to link the nomination to your investment.
- Select the type of nomination by checking the appropriate box: 'Appointment of Nominee' or 'Change in Nominee'.
- Provide the names, dates of birth, addresses, and signatures for up to three nominees. Include the name of a parent or legal guardian if the nominee is a minor.
- Indicate the percentage of investment allocation for each nominee. Ensure the total does not exceed 100%.
- Sign and date the form, ensuring all unit holders have signed if there are joint holders.
- Review all entries for accuracy, then save changes, download, print, or share the completed form as required.
Complete your Nomination Form online today to ensure your investment choices are fully represented.
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A good nomination example may look like this: 'I nominate John Doe, my son, to receive all benefits from my investments in the Principal Mutual Fund.' Here, clear identification of the nominee and relationship is provided. Good nominations reduce ambiguity and ensure that your wishes are honored smoothly. Always use completed forms to document such important designations.
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