Get Transfer Of Ownership Request - Thrivent Mutual Funds - Mf23432. You Can Use This Form To Add Or

Filling out the Transfer Of Ownership Request - Thrivent Mutual Funds - MF23432 can be a straightforward process if you follow the right steps. This guide will provide you with detailed instructions on how to complete each section accurately.

Follow the steps to complete your Transfer Of Ownership Request form

1. Click the ‘Get Form’ button to obtain the form and open it for editing.
2. In Section 1, provide your current fund or account information. This includes your source fund or account number, the number of shares you wish to transfer, and the amounts in dollars and percentage you want to allocate.
3. In Section 2, select the type of transfer you wish to execute. Options include adding or removing account owners, gifting shares, transferring an account into a trust, or others listed. Make sure to check the applicable box and provide additional required information such as the status of a death certificate if necessary.
4. Section 3 allows you to override the cost basis for the transaction source account. Specify your choice of cost basis method such as FIFO, LIFO, or others, and indicate if it applies to all accounts or a particular fund name.
5. In Section 4, register the new account by selecting the type of registration required (individual, joint tenant, corporation, etc.). Enter the necessary personal details for both existing and new account holders, including names, addresses, social security or tax identification numbers, and contact information.
6. Complete Section 5 by providing information about the successor custodian or responsible individual. This includes their name, contact information, and social security or tax identification number.
7. In Section 6, if applicable, agree to the cost basis election for covered shares as outlined for gifted shares. Indicate your preferred method of cost basis calculation.
8. Proceed to Section 7 and specify any account options you wish to include, such as automatic dividend plans or withdrawal plans.
9. Add any special instructions in Section 8 that may assist in processing your request.
10. In Section 9, confirm your understanding of reduced sales charges or account service fees, if applicable.
11. Finally, complete Section 10 by signing the form where indicated. Ensure all required signatures are provided from existing and new account owners.
12. Review the completed form for accuracy. Once satisfied, save any changes you've made, and consider downloading or printing for your records.

Complete your Transfer Of Ownership Request online today to ensure a smooth transition of your mutual funds.