Get Redemption Form - Ph&n Investment Services

Completing the Redemption Form for PH&N Investment Services can be straightforward with the right guidance. This guide will walk you through each section of the form to ensure you fill it out accurately and efficiently.

Follow the steps to successfully fill out the Redemption Form.

1. Press the ‘Get Form’ button to obtain the Redemption Form. This will allow you to access and open the form for editing.
2. Start by providing your account details in the Account holder section. Enter your account number and daytime telephone number to ensure the processing team can contact you if needed.
3. In the Fund Selection section, clearly list the full names of the fund(s) you wish to withdraw from. Make sure to reference the comprehensive fund listing attached for accurate selections. Also, indicate the amount you would like to redeem for each fund.
4. Next, navigate to the Payment Options section. Choose how you would like to receive your funds. You can select from direct deposit to a Canadian financial institution or various cheque options, including having a cheque mailed or available for pickup.
5. For direct deposit, remember to attach a blank cheque marked VOID unless you have previously received payments this way. If you opted for cheque options, specify the delivery method, and note any applicable processing time.
6. Proceed to the Signature section. This requires the signature of the account holder with the date of signing. If it is a joint account, the second account holder must also sign and date the document.
7. Review the form for completeness and accuracy. Ensure all required sections are filled out properly before submission.
8. Finally, save your changes to the form. You can choose to download, print, or share the form as needed for your records or to submit to PH&N Investment Services.

Complete your documents online today for a seamless investment experience.