Get Ing Funds Non Retirement Account Application Form

Filling out the ING Funds Non Retirement Account Application Form online can be a straightforward process when you understand each section of the form. This guide will walk you through the necessary steps to complete the application effectively and efficiently.

Follow the steps to complete your application with ease.

1. Click the ‘Get Form’ button to obtain the application form and open it for editing.
2. Begin by selecting the type of account you wish to open in Section 1. You can choose between an individual account, joint account, custodial account for a minor, or various legal entity options. Make sure to provide any necessary beneficiary information if applicable.
3. In Section 2, provide your personal information, including your name, date of birth, Social Security number, residential address, and contact details. If you have a joint owner, include their information as well.
4. Proceed to Section 3 to list any trustees or authorized signers for legal entities. Include their names, titles, Social Security numbers, and residential addresses.
5. In Section 4, select your preferred options for dividends and capital gains distributions. Specify how you would like to receive these payments, whether reinvested or paid by check.
6. Section 5 is for dealer information, which should be filled out by registered securities dealers. Ensure all details are entered accurately.
7. Next, in Section 6, indicate the funds and classes of shares in which you wish to invest. If you are enclosing a check, make sure to note the amount and provide any necessary payment reference.
8. In Section 7, choose your cost basis election method, which is essential for tax purposes. Make sure you understand the implications of each method.
9. Consent to receiving electronic documents by providing your email address where applicable. Ensure you understand the terms of receiving documents electronically.
10. Lastly, complete the signature and taxpayer certification section by signing the form. All registered owners, trustees, or authorized signers must sign to validate the application.
11. Once you have completed all sections, review your form for accuracy. You may save changes, download, print, or share the completed form as necessary.

Complete your ING Funds Non Retirement Account Application online today for a seamless investment experience.