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Get Lost Securities Notification - American Funds
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How to fill out the Lost Securities Notification - American Funds online
The Lost Securities Notification form is crucial for individuals who have misplaced their securities or had them stolen. This guide will walk you through each step of filling out the form online, ensuring a smooth and efficient process.
Follow the steps to complete the Lost Securities Notification form effectively.
- Press the ‘Get Form’ button to access the Lost Securities Notification form and open it in your preferred editor.
- In the 'Information about lost securities' section, provide details of each account affected by the loss. Include the account numbers and the corresponding names as they appear on the registration.
- Indicate the status of the certificate(s) by selecting either 'Lost' or 'Stolen'.
- If the certificate(s) were being held as collateral by a financial institution when lost or stolen, please check 'Yes' and enter the name of that institution. If not, check 'No'.
- Proceed to the 'Mailing information and instructions' section. Here, provide the name and address of the person who will receive documents related to the lost securities proceedings.
- Fill out the daytime phone number for the contact person, along with any alternate phone numbers.
- Enter the dollar amount, percentage, or number of shares associated with the lost securities as requested in the form.
- In the 'Signature' section, have the shareholder or the individual acting on behalf of the shareholder sign and print their name.
- Include the date of signing in the specified format (mm/dd/yyyy).
- Indicate your relationship to the shareholder/account by checking the appropriate box.
- Review all entries for accuracy and completeness before saving your changes. Finally, download, print, or share the completed form as needed.
Start filling out the Lost Securities Notification form online today to ensure the recovery process begins smoothly.
How to Trace lost Mutual Fund Investment? Visit the RTA office if PAN is not linked. ... Old Transactions. ... CAS (Consolidated Account Statement) ... CAS, if Account is in DEMAT From. ... Visit the Asset Management Company Office. ... MF Central.
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