Get Regular Application - The Olstein Funds

Completing the Regular Application for The Olstein Funds online can be straightforward with the right guidance. This guide provides step-by-step instructions to ensure that you fill out the form accurately and efficiently.

Follow the steps to successfully complete your application:

1. Press the ‘Get Form’ button to access the form and open it in your editor.
2. Provide your full name and account number(s) in the Investor Information section. Make sure to write clearly to avoid any confusion.
3. In the Beneficiary Information section, name your primary beneficiaries by filling in the required details: their name, relationship to you, city/state/ZIP, Social Security number, date of birth, and the percentage of the inheritance.
4. If you have more than three beneficiaries, attach a separate sheet of paper with their details, as only named individuals will be accepted.
5. For secondary beneficiaries, repeat the same process as in step 3, ensuring that you provide all necessary information.
6. If naming a primary beneficiary other than your spouse and residing in a community or marital property state, obtain your spouse's signature in the designated section.
7. At the end of the form, sign and date the Signature section, confirming that you understand the terms outlined in the Disclosure Statement and Custodial Account Agreement.
8. After completing the form, you can either save your changes, download, print, or share the application as necessary.

Take the next step by completing your Regular Application for The Olstein Funds online.