Get Account Modification Form - Phillips Edison Grocery Center Reit 2

Completing the Account Modification Form for the Phillips Edison Grocery Center REIT 2 is essential for making updates to your account. This guide will walk you through each section of the form, providing you with the necessary steps to ensure all required information is submitted accurately and efficiently.

Follow the steps to successfully complete the form.

1. Click the ‘Get Form’ button to obtain the form and open it in an online editor.
2. Begin filling out Section 1, where you need to provide the registration name(s) on the account, Social Security or Tax Identification Number, and account number. Ensure you use BLOCK letters.
3. In Section 2, enter the new legal address and additional contact information. Remember that a P.O. Box is not acceptable.
4. If you want to specify an alternate address for tax and distribution statements, complete Section 3. Make sure to provide all required details.
5. Section 4 is for changes related to a power of attorney or trustee name. If applicable, include the required documentation such as a copy of the marriage certificate or divorce decree.
6. In Section 5, indicate if you wish to change your financial advisor. This must be authorized by the signature of the investor(s).
7. For distribution options in Section 6, specify your preferences. Ensure that percentages equal 100%.
8. If you choose to enroll in direct deposit, complete Section 7. A voided check must be attached to this section.
9. In Section 8, sign and date the form. Ensure all signatures match the names on the account.
10. Once you complete the form, save changes, and choose to download, print, or share the completed document as needed.

Complete your Account Modification Form online to manage your account effectively.