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Get Eaton Vance Mutual Funds New Account Application 2020-2025
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How to fill out the Eaton Vance Mutual Funds New Account Application online
Filling out the Eaton Vance Mutual Funds New Account Application online is an important step in establishing your investment account. This guide provides clear, step-by-step instructions to help you navigate the process efficiently.
Follow the steps to complete your application successfully.
- Click ‘Get Form’ button to access the New Account Application form and open it in your editor.
- Select the type of account you wish to open. Options include individual, joint, UGMA/UTMA, guardian, trust, corporation, estate, or other entities. Make sure to verify the appropriate registration based on your choice.
- Provide the account owner information. Include required details such as name, Social Security number, phone numbers, date of birth, and email address for each person listed in the account. Ensure to add additional owners if applicable.
- Complete additional information if opening the account for a trust, corporation, estate, or other entity. This includes the entity's name and tax identification number.
- Fill in the address and mailing information for each account owner and authorized individual. Ensure that the primary address is accurate as it will be used for official correspondence.
- Choose your cost basis election. This is necessary for IRS reporting of mutual fund purchases. Elect one of the methods listed or default to Average Cost if no choice is made.
- Specify the funds you wish to invest in. Enter the fund names, numbers, and investment amounts for each fund. Ensure to refer to the appropriate prospectus for details.
- Indicate how the investment will be made, selecting from check, wire transfer or other options. Provide any necessary information or instructions.
- Select your distribution options for dividends and capital gains. Choose whether to reinvest or receive them by check or electronic transfer.
- Fill in the investment professional information if applicable. Provide the firm's name and the professional's contact details.
- Complete any account options you wish to select, such as rights of accumulation, statement of intention, and any options for automated investing or systematic withdrawals.
- Fill in the bank details if you are setting up electronic transfers or wire redemptions. Attach a voided check as required.
- Review and sign the certification and signature section. Ensure all information provided is accurate and complete before submission.
- After completing all steps, save any changes made to the form. You can then download, print, or share the application for submission.
Start your online application now to open your Eaton Vance Mutual Funds account.
An exchange fund is a type of investment offered by Eaton Vance that allows investors to swap their concentrated stock positions for shares in a diversified fund. This strategy can help manage risk while still providing exposure to growth opportunities. By considering an Eaton Vance Mutual Funds New Account Application, you can explore options for participating in exchange funds, enhancing your portfolio with a balanced approach.
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