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

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Transfer of Ownership RequestMember IDSection 1 Current Fund/Account Information Source Fund/ Account NumberNumber of SharesAmountNew or Existing Fund/Account NumberPercentage$%$%$%$%Section 2 Type.

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The units of mutual funds can neither be gifted nor transferred. The only situation in which a transfer is allowed from one person to another is upon the death of the investor. In such a situation, the nominee is required to produce the death certificate of the investor along with the KYC documents.

Exchange fee: A fee some funds charge shareholders if they exchange (or transfer) shares to another fund offered by the same investment company. Account fee: A fee charged to maintain your account, often if your balance falls below a specified minimum investment amount.

You may request an annuity withdrawal or partial surrender online as follows: Log in to My Thrivent. Select the specific contract/account number that you want. Choose the "Perform Annuity Transactions" link. Follow the "Partial Withdrawal" link. Choose the delivery method (check or direct deposit).

The only way to transfer ELSS mutual funds under lock-in from one demat to another is via closure cum transfer. The locked in units can only be moved to another demat account of the same account holder. If the ELSS scheme is out of the lock-in period or has free units, it can be transferred without any restrictions.

Thrivent accepts the LDPS designation when the individual named is related to the benefit member by blood, marriage, or legal adoption. Children, sons, daughters, brothers, sisters, half-brothers, half-sisters, grandchildren, great-grandchildren, granddaughters and grandsons are the only acceptable group designations.

You may want to give securities to a spouse, a child, or someone that is not related to you such as a friend. The following looks at some common transfers you might make and the tax implications of such transfers. Transfers between you and your spouse are generally not taxable for income tax purposes.

Call 800-847-4836 or select "Update Personal Information" after logging into your account. 10438 - Used to request a complete/partial surrender or establish/change an Automatic Payout Option from a deferred/immediate annuity or settlement option.

Hold Funds in a Retirement Account This means you can sell shares of your mutual fund or collect a capital gains distribution without paying the relevant taxes so long as you keep the money in that retirement account.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232