Get Transfer Of Ownership Request (mf23432). Request A Transfer Of Ownership For A Mutual Fund Account.

The Transfer Of Ownership Request (MF23432) form is essential for users seeking to transfer ownership of shares from an existing Thrivent Mutual Fund account to a new owner. This guide aims to provide a clear, step-by-step approach to help users complete the form efficiently and accurately.

Follow the steps to successfully complete the transfer of ownership request.

1. Click ‘Get Form’ button to obtain the form and access it for completion.
2. Fill out Section 1 with the current fund/account information, including the source fund/account number, the number of shares being transferred, and the new or existing fund/account number. Use the percentage field to indicate the distribution of shares.
3. In Section 2, specify the type of transfer you are initiating, such as adding/removing an account owner, gifting shares, or transferring due to the account owner’s death. Ensure you provide any additional required documentation, such as a death certificate if applicable.
4. Proceed to Section 3 to address cost basis overrides if applicable. Here, indicate the cost basis method for the transaction source account and any specific lot identification requirements.
5. Complete Section 4 by registering the new account. Input all necessary details such as the individual's or entity's name, address, Social Security number or Tax Identification Number, and contact information.
6. In Section 5, provide information about the successor custodian or responsible individual, filling in their name and contact details.
7. Indicate your cost basis election for covered shares in Section 6. Choose the appropriate method that aligns with your financial needs and ensure to agree to conditions regarding gifted shares.
8. Review Section 7 for any desired account options such as dividend elections or systematic withdrawal plans, checking or stopping options as needed.
9. Fill out Section 8 for any special instructions you may have regarding the transfer.
10. Ensure to read and understand the terms and conditions outlined in Section 10, providing informed consent through signatures as required in Section 11.
11. Review your entries for accuracy, then sign and date in Section 14 where all registered shareholder signatures are necessary.
12. Once completed, save your changes, and you may either download, print, or share the form as necessary for submission.

Begin your transfer of ownership process by filling out the form online today.