Get Cnl Investor Change Form

This guide provides detailed, step-by-step instructions for completing the Cnl Investor Change Form online. Whether you are making changes to your account information or updating your distribution preferences, this comprehensive approach will ensure that the process is clear and efficient.

Follow the steps to complete the form correctly.

1. Press the ‘Get Form’ button to access the Cnl Investor Change Form and open it in your online editor.
2. In the first section, titled 'Registration Name(s) on Account', provide the required information about the investor and co-investor (if applicable). Ensure that you enter names and Social Security Numbers or Tax Identification Numbers accurately.
3. For 'Address of Record Change', fill in your new mailing address, including the city, state, zip code, phone number, and email address. This step is essential to ensure that your correspondence is sent to the correct location.
4. In the 'Alternate Address', if choosing to receive duplicate mailings, fill out the name and address where these duplicates should be sent. This includes providing an email and phone number if desired.
5. In the 'Cost Basis Method of Computation', select your preferred method (FIFO, LIFO, Average Cost, or Specific Share Identification). This is important for determining the gain or loss on shares.
6. For changes in distribution instructions, select whether to terminate participation in the Distribution Reinvestment Plan or to mail checks to the specified addresses, including details for electronic deposits if applicable.
7. For 'Change of Power of Attorney/Trustee/Name', provide the necessary details and remember to include supporting documents as required.
8. In the 'Change of Financial Advisor or Investor Representative', enter the new contact details as required. Ensure that this is authorized with the necessary signatures.
9. Finally, complete the signature section. Ensure that the required signatures are provided, including the date and any necessary Medallion Signature Guarantee stamps if applicable.
10. Once all sections are complete, you can save your changes. Download a copy for your records, print it for submission, or share as required.

Complete your Cnl Investor Change Form online today to ensure your account information is updated promptly.