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Get Redemption Request Form
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How to fill out the Redemption Request Form online
Completing the Redemption Request Form online is a straightforward process that ensures your request is handled efficiently. This guide provides clear step-by-step instructions to help you navigate through each section of the form, ensuring accuracy and completeness.
Follow the steps to successfully complete the Redemption Request Form.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Enter your Cole account registration information, including your Tax ID or Social Security Number. This information is essential for identifying your account.
- Select the program name(s) you are associated with by checking the appropriate boxes. Ensure to include your account number next to each selected program.
- Indicate if the redemption request is due to the death of a stockholder by checking the relevant box if applicable.
- Select one option for the type of redemption request you are making. You can choose to redeem shares or specify a monetary redemption amount. Be sure to fill in the number of shares or the dollar amount you wish to redeem.
- Choose your remittance option for how you would like the payment to be sent. Options include receiving payment to your address, directly to your bank account, to a third-party, or to a third-party bank account.
- If applicable, provide your bank account details, such as the Bank Name, Account Number, and Routing Number. Attach a voided check for verification if you are requesting an ACH transfer.
- Complete the signature section by printing your name, providing your signature, and the date. This may require multiple signatures depending on your account type.
- Once you have filled out the form completely, review all entries for accuracy. You can then save changes, download, print, or share the completed form as needed.
- Deliver the completed form via your preferred method: Regular Mail, Overnight/Express Mail, or Fax, as provided in the instructions.
Start filling out your Redemption Request Form online today to ensure your request is processed promptly.
Redemption requests are formal appeals for the return of assets or entitlements that individuals or entities may have lost. Each redemption request often requires the completion of a Redemption Request Form that details the specific item being reclaimed. Understanding the significance of these requests will help you navigate the process effectively and efficiently.
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