Get Allianz Funds Fund Link Enrollment Form

This guide provides a comprehensive overview of how to complete the Allianz Funds Fund Link Enrollment Form online. By following these detailed steps, users can ensure that they correctly fill out each section of the form, facilitating a smooth enrollment process.

Follow the steps to complete the enrollment form effectively.

1. Click ‘Get Form’ button to obtain the Allianz Funds Fund Link Enrollment Form and open it in your editor.
2. Begin with Section 1, Account Information. Enter your name or the name of your organization, Social Security Number, and if applicable, the name and Social Security Number for any joint account holders. Additionally, provide your contact details including street address, city, state, zip code, and daytime phone number.
3. In Section 1, specify the Allianz Fund(s) for which you wish to establish Fund Link privileges. Input the appropriate account number as requested.
4. Move to Section 2, Investment Options. List the fund names along with the class (A or C) for each investment option you choose. Additionally, indicate if you wish to make additional investments by phone or establish an Auto-Invest Plan with the desired amount and schedule.
5. Proceed to Section 3, Redemption and Dividend Options. Indicate whether you would like the option to redeem shares by phone and set up dividend transfers to your bank account. For any sections in this part, ensure you understand the requirement for a medallion signature guarantee.
6. In Section 4, Dealer Authorization, specify any restrictions on your dealer representative's authority over your Fund Link transactions.
7. Complete Section 5 by providing your bank information and authorization. This includes your bank name, ABA number, address, and account number. Choose between checking and savings account types, attaching the required documentation if necessary. Ensure that all bank account owners sign this section.
8. Finally, in Section 6, Signatures, print and sign your name as it appears on your Allianz Funds account record. Note that for any chosen options requiring a medallion signature guarantee, obtain the necessary certification from the guarantor.
9. After completing the form, save your changes. You may then download, print, or share the completed form as needed to submit it to Allianz Global Investors Distributors LLC.

Complete your Allianz Funds Fund Link Enrollment Form online today to streamline your investment process.