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Get Automatic Investment Plan Agreement
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How to fill out the Automatic Investment Plan Agreement online
Completing the Automatic Investment Plan Agreement online is a straightforward process designed to help you establish or modify your investment plan efficiently. Follow this guide to ensure you accurately fill out each section of the form.
Follow the steps to complete your Automatic Investment Plan Agreement.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin with the Owner/Participant Information section. Fill in your contract or certificate number, your full name, social security number, daytime phone number, and email address. If applicable, include the joint owner's information.
- Move to the Investment Information section. Indicate whether you are establishing a new AIP, changing an existing AIP, or stopping an existing AIP. Fill in the investment amount, start date, and frequency of payments, which can be monthly, quarterly, semi-annual, or annual.
- In the Bank Information section, provide your bank name, branch telephone number, and address. Fill in your bank routing and account numbers. Specify whether your account is checking or savings.
- Complete the Authorization section. Confirm your authorization for the bank to debit your account and review the conditions. Ensure you sign and date the form as the bank account owner and any relevant participants.
- After reviewing all the information, save changes to your completed form, and consider downloading, printing, or sharing it for your records.
Begin filling out your Automatic Investment Plan Agreement online today.
Related links form
An automatic investment plan allows you (the investor) to automatically transfer a specific amount of money from your paycheck to your investment account 401(k), 403(b), IRA, etc. on a regular basis. It makes investing easy. ... Find an investing pro in your area today.
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