Get Application - Sterling Capital Funds

Filling out the Application - Sterling Capital Funds online is a straightforward process that enables users to set up their investment accounts efficiently. This guide will walk you through each section of the application to ensure that you provide all necessary information accurately.

Follow the steps to complete your application online.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. In the account registration section, select the type of registration that applies to you by checking the appropriate box. Provide details regarding joint tenancy if applicable.
3. Complete the account name section by entering the legal names of the individuals or entities registering the account. Include dates of birth and Social Security numbers where required.
4. Fill in the primary street address, mailing address (if different), and contact information such as daytime and evening telephone numbers, and email address.
5. Indicate your citizenship status by selecting the appropriate option and providing any required additional documentation for non-resident aliens.
6. Select the funds you wish to invest in from the product selection section. Indicate the desired share class and investment amounts. Ensure you read the prospectus for any necessary details.
7. In the account options section, choose any applicable options such as rights of accumulation, letter of intent, and distribution selection. Specify if you wish to participate in any banking services.
8. Review the cost basis method selection and distribution options to ensure they align with your preferences.
9. In the signature section, affirm that you have read and agree to the account terms by signing and dating the application.
10. After completing the form, save your changes, and download a copy for your records. You can also print the form or share it as necessary.

Start completing your application online today to set up your investment account.