Get Kundenauftrag Fondswechsel Bei Siggi / Concept Invest Formular ...

Filling out the Kundenauftrag Fondswechsel bei SIGGI / Concept Invest Formular online is a straightforward process. This guide is designed to assist you in completing each section of the form accurately and efficiently.

Follow the steps to complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by entering your customer or insurance number at the designated field. Ensure this number is accurate as it will be crucial for processing your request.
3. Next, indicate the effective date of the transaction in the provided field. Make sure to choose a date that aligns with your intent for the fund change.
4. Select the category that describes you as a client from the options: Herr (Mr.), Frau (Ms.), Firma (Company), or Sonst (Other). This selection is neutral and does not require further specification.
5. Fill in the full name of the policyholder, separating the last name and first name with a comma. Ensure this is the name under which the insurance is registered.
6. Provide your contact details including telephone number, mobile number, and optional fax number. This information is important for communication purposes.
7. Specify the contracts or policies that will be affected by this change in the field marked 'Änderungen gelten für folgende Verträge/RINR.' Fill out the company identifier if applicable.
8. Include the email address for further correspondence regarding the fund change.
9. Check the options to consent to communication via telephone, fax, email, or SMS. This is not mandatory but allows for easier communication.
10. Select the terms of the order: whether it is applicable only to future contributions, only to the contract balance in the free fund investment, or both.
11. In the section for additional information, specify any funds you wish to discontinue or switch by indicating their identifiers and percentage allocations. You can choose up to five funds.
12. Review all entered information for accuracy. Once confirmed, you may sign the document electronically to validate your request.
13. Finally, save changes to the document. You can download a copy for your records, print it out, or share it as needed.

Complete your Kundenauftrag Fondswechsel online today for a streamlined experience.