Follow the steps to complete the BD-9 PFSI Change Rep Form online.

1. Click 'Get Form' button to obtain the form and open it in your preferred online editor.
2. In Section 1, provide the representative information by specifying the representative type (primary or secondary). If known, include the current representative’s name and solution/agent number.
3. Proceed to Section 2, Client Information. Fill in the required details for the current fund account, including fund name, account number, owner's name, last four digits of social security number, date of birth, joint owner’s name, joint owner’s social security number, address, city, state, zip code, and telephone number. Note that a separate form is needed for each account.
4. Ensure that the account owner and the primary registered representative sign the form in the designated areas to validate the request.
5. After completing the form, you have the option to save the changes, download the document, or print it for mailing or faxing.

Complete your documents efficiently online.