Get Firm Name: Summit Global Investments

This guide provides a comprehensive overview of how to fill out the Firm Name: Summit Global Investments online. It is designed to be user-friendly and accessible for individuals with varying levels of familiarity with digital document management.

Follow the steps to successfully complete the form

1. Click the ‘Get Form’ button to access the form and open it for editing.
2. Enter the firm name as 'Summit Global Investments' in the designated section. Ensure that the name is spelled accurately to avoid any processing delays.
3. Fill in the mailing address: 620 South Main Street, Bountiful, UT 84010, and confirm it matches the physical address.
4. Provide the contact phone number: 888-251-4847 in the required field.
5. If asked, include the website URL: www.summitglobalinvestments.com, ensuring the format is correct.
6. Record the date of the form in the format requested, which should include the current date or the appropriate filing date.
7. Review all entered information for accuracy before proceeding.
8. Once all fields are completed and verified, save changes to your document.
9. Download or print the filled document as necessary, or choose to share it electronically.

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