Get Accountlink And Asset Builder Form - Oppenheimerfunds

This guide will assist users in completing the AccountLink And Asset Builder Form for OppenheimerFunds online. It provides clear instructions on how to fill out each section of the form to ensure a smooth submission process.

Follow the steps to successfully complete the AccountLink And Asset Builder Form

1. Press the ‘Get Form’ button to download the form and open it in your editing tool.
2. Begin by selecting what you would like to do with this form. Options include establishing new AccountLink information, enrolling in Asset Builder, or updating existing banking information. Make your selection by marking the appropriate box clearly.
3. In the registered owner section, provide the information for registered owner #1. This includes the first name, middle initial, last name, and Social Security number or Tax ID number. Additionally, fill in a contact phone number.
4. If applicable, complete the details for registered owner #2 using the same requirements as in step 3.
5. Proceed to the Asset Builder bank account information section. Here, you will select a start date for the automatic investment and specify the amount to be invested. Indicate the selected frequency for investments—monthly, quarterly, semiannually, or annually.
6. Fill in the account or fund numbers along with the respective amounts you wish to invest automatically. Ensure each entry is clearly defined.
7. Complete the dividend, capital gain, and automatic withdrawal options section by indicating how you wish to manage dividends and capital gains, and provide a start date for automatic withdrawals if desired.
8. If your bank account owner differs from the OppenheimerFunds account owner, fill out Section 4 with the necessary signatures and details.
9. Finally, in Section 5, obtain the OppenheimerFunds account owner's signatures, indicating their authorization for transactions as per the firm's terms. Be sure each signatory prints their name alongside their signature and date.
10. Once you have completed the form, make sure to attach a preprinted voided check or a deposit slip, depending on your preference for checking or savings accounts. You can then save your changes, download a copy of the filled-out form, print it for your records, or share it as needed.

Complete your AccountLink And Asset Builder Form online today for efficient management of your investments.