Get Philequity Redemption Form

Filling out the Philequity Redemption Form is a straightforward process that allows users to redeem shares efficiently. This guide will provide step-by-step instructions to ensure you complete the form accurately and successfully.

Follow the steps to complete the Philequity Redemption Form online.

1. Press the ‘Get Form’ button to access the redemption form and open it in your preferred editor.
2. Enter the date of the redemption request in the specified format (mm/dd/yyyy) at the top of the form.
3. Fill in your account name and account number in the 'Transaction Details' section.
4. Select the fund name from the dropdown list or input it as required. Indicate your chosen redemption type by marking 'Partial' or 'Full'. If 'Partial', specify the number of shares to be redeemed.
5. In the 'Payment Details / Options' section, select your preferred mode of payment, such as ‘Pick Up Check’ or ‘Reinvestment to another PEMI Fund’. If opting for bank transfer, fill in all relevant bank information accurately, including bank name, account number, branch, and account type.
6. Sign the declaration by providing your signature and printed name in the designated areas for authorized signatories. Ensure you include all necessary authorized signatories defined by your fund agreement.
7. Review the completed form for accuracy. Ensure no spaces are left blank; use 'N/A' for non-applicable fields.
8. Once confirmed, save the changes made to the form. From here, you can download, print, or share the completed form as required.

Complete your Philequity Redemption Form online today to ensure a seamless redemption process.