Get Express Service Form Openend Funds This Form Should Be Used To Establish Express Services

Filling out the Express Service Form for Open-End Funds is essential for establishing online express services that facilitate automated transactions. This comprehensive guide will walk you through each section of the form, ensuring a smooth submission process.

Follow the steps to successfully complete the Express Service Form.

1. Click ‘Get Form’ button to obtain the form and open it in the editing tool of your choice.
2. Provide your account information in Step One, indicating whether it is a new or existing account. If it is a new account, be sure to attach the account application. If it is an existing account, remember to include a Medallion Guarantee of your signatures on the reverse side. Fill out all fields, including account number, fund name, your full name, residential address, phone numbers, social security number, and date of birth.
3. In Step Two, input your bank account information. Attach a voided check, as this is necessary for establishing express services. Ensure the bank account and routing numbers are correct, and specify the primary and secondary names on the bank account if needed. Remember that passbook savings accounts are not eligible.
4. For Step Three, choose the type of express service you wish to set up. Review the options available such as the Automatic Investment Plan, Automatic Withdrawal Plan, Expedited Purchases and Redemptions, and Wire Redemptions. Check the appropriate boxes and ensure you specify all the required details including amounts, transaction dates, and the desired start month for these services.
5. In Step Four, sign the form exactly as your name appears in the account registration. If applicable, ensure both account owners sign if it is a joint account. Include the date of signature and provide a Medallion Guarantee if required.
6. Finally, in Step Five, ensure that you have printed the completed form and voided check. Mail the entire document to the provided address, allowing for up to three weeks for processing before using the express service.

Start filling out your Express Service Form online today to establish your express services seamlessly.