Get Third Party - Money Manager Allianz.pdf - Lvz Advisors 2020-2025

Filling out the THIRD PARTY - MONEY MANAGER Allianz.pdf - LVZ Advisors form online can be a straightforward process if you follow the steps outlined in this guide. This document serves to authorize a third-party money manager to handle certain transactions related to your accounts. Detailed instructions will help ensure your submission is accurate and complete.

Follow the steps to fill out the form correctly.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Begin by locating the 'Contract/Policy Identification' section. Enter your contract or policy number, ensuring that all numbers are accurately transcribed to avoid any issues.
3. In the 'Authorized Third Party' section, provide the name of the third-party money manager you are authorizing. Ensure that this name matches exactly as listed on their official documentation.
4. Fill in your name and the name of any joint owner, if applicable, in the required fields to confirm ownership of the contract.
5. Complete the 'Street address', 'Phone number', 'City, state, ZIP code' fields for both yourself and the authorized third party, ensuring accuracy for prompt communication.
6. Read the 'Authorization by Owner' section carefully. Once you understand and agree to the terms, sign and date the form. If applicable, ensure that the joint owner also signs and dates the form.
7. In the 'Third Party Agreement' section, the authorized third party must read and agree to the terms. They must sign and date the form as well.
8. After completing the form, verify that all fields are filled out correctly. Once confirmed, you can save your changes, download, print, or share the form as necessary.

Complete the THIRD PARTY - MONEY MANAGER Allianz.pdf - LVZ Advisors form online today to ensure proper authorization for your accounts.