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Get Form-26 - Deutsche Asset & Wealth Management
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How to fill out the Form-26 - Deutsche Asset & Wealth Management online
Filling out the Form-26 is essential for managing your Deutsche Fund account(s) effectively. This guide provides clear and supportive instructions to help you navigate the online form with ease.
Follow the steps to complete the Form-26 online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- In the first section, provide your account information. Fill in all required fields marked with an asterisk (*), including your account number(s), name of the primary account owner, social security number, and contact details such as address, city, state, zip code, and daytime phone number. If you have a new address, check the appropriate box to update your account.
- Next, include information about your financial advisor. If no advisor is to be listed, you can check the provided box to confirm this. Otherwise, input details such as the advisor's firm name, branch address, phone number, and identification number if applicable.
- In the signature section, the registered owner's signature must match the name(s) associated with the Deutsche Fund account. If signed by someone other than the registered owner, a signature guarantee is necessary. Provide the date of signature in MM/DD/YYYY format as well.
- Attach a Medallion Signature Guarantee stamp as required. This stamp is essential for verifying identity and must be affixed by an approved financial institution.
- After completing all sections, review your entries for accuracy. Once verified, you can save changes, download, print, or share the form for submission.
Begin filling out your Form-26 online today to ensure your financial information is up to date.
(DIMA or DWS), a subsidiary of Deutsche Bank AG, in two separate enforcement actions, one addressing its failure to develop a mutual fund Anti-Money Laundering (AML) program, and the other concerning misstatements regarding its Environmental, Social, and Governance (ESG) investment process.
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