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Get Form 402239 - Duplicate Statement Request. Duplicate Statement Request
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How to fill out the Form 402239 - Duplicate Statement Request online
The Form 402239 is designed to assist users in requesting duplicate statements and confirmations from Ameriprise Financial. This guide will provide clear, step-by-step instructions on how to complete this form online for your convenience.
Follow the steps to accurately complete the Duplicate Statement Request form.
- Press the ‘Get Form’ button to access the form and open it in your preferred editing tool.
- Fill in the 'Group number' section. Enter the relevant group number associated with your account to ensure proper processing.
- Indicate your choice regarding duplicate statements by selecting either 'Send duplicate,' 'Stop duplicate,' or 'Modify duplicate.' Make sure to choose the option that reflects your request accurately.
- Provide your 'Client ID' to help identify your account within the Ameriprise system.
- In the 'Requested for Client by' section, indicate who is requesting the duplicates. Options include 'Client,' 'Attorney in Fact,' or 'Third Party.'
- Input the 'Third Party/Attorney in Fact Name' and relationship to the client in their respective fields, if applicable.
- Complete the 'Client/Attorney in Fact/Third Party Address' fields, including Street Address, State, City, and ZIP Code to ensure proper delivery.
- Sign and date the form in the designated areas. Your signature is required for processing the request.
- Provide 'Advisor Information' by entering the name, advisor number, date, and phone number of the advising representative who assisted in the request.
- Decide how you wish to submit the form. You can either mail it to the provided address or fax it to the specified number. Make sure the document is completed before submission.
Complete your Duplicate Statement Request online for efficient processing.
If a bank statement has accidentally been added or imported more than once, a duplicate bank statement is created in the system and the balance of the bank account is then incorrect. The duplicated statement must be removed to correct the bank account balance.
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