Get Reregistration And Redemption Options Form - Hennessy Funds

This guide provides a step-by-step approach to successfully fill out the Reregistration And Redemption Options Form for Hennessy Funds online. Ensuring accuracy in each field is vital for a smooth processing of your request.

Follow the steps to complete the form effectively.

1. Press the ‘Get Form’ button to download the Reregistration And Redemption Options Form and open it for editing.
2. Begin with section 1, which requires the account information of the deceased shareholder. Fill in their name, date of birth, date of death, account number, and social security number. Ensure that the state of residence is accurately provided.
3. In section 2, choose either option 1 or option 2 for reregistration and redemption. Carefully consider your choice as it determines the subsequent steps. If selecting option 1, fill in the payee information and the desired redemption amount.
4. For option 1 under payee information, specify the relationship of the payee to the deceased shareholder, along with the redemption amount and relevant details such as the payee's name and address.
5. If you opt for option 2, complete the new account registration section by providing the relationship of each new account owner to the deceased, as well as the reregistration amount. Make sure to include their personal details as required.
6. For section 3, related to the cost basis, review the applicable sections A, B, or C based on the type of accounts being reregistered and provide any necessary information regarding adjusted cost basis.
7. In section 4, if applicable, add any new bank information by attaching a pre-printed voided check. This helps facilitate redemption proceeds.
8. Complete section 5, the tax identification number verification, ensuring to provide accurate information regarding any TIN for the estate or trust.
9. In section 6, review and sign for the required signatures. Ensure your signatures are Medallion Signature Guaranteed.
10. Once all sections are completed accurately, you can save changes, download a copy of the filled form, print, or share it as necessary.

Take action now and complete your Reregistration And Redemption Options Form online.