Get Stira Alternatives

Filling out the Stira Alternatives account update form online can streamline your experience and ensure your information is accurate. This guide provides step-by-step instructions to help you complete the form effectively.

Follow the steps to successfully complete the Stira Alternatives form online.

1. Click ‘Get Form’ button to obtain the necessary document and open it for completion.
2. Review the required fields, including the sections for changes in address, distribution modifications, or updates to your financial representative. Ensure that you check all applicable Stira investments.
3. In Section 1, provide your account number and the names of the investor(s). Include the social security or tax ID numbers as required.
4. In Section 2, enter the new mailing address along with daytime and evening phone numbers. If applicable, indicate the person to be contacted for correspondence for partnerships or corporations.
5. If you wish to receive electronic communications, complete the electronic communication section. Indicate your preference for receiving shareholder communications in electronic format.
6. In Section 3, if you are changing your broker-dealer or representative, provide their name, representative number, and other contact details. Ensure that the broker confirms their licensing status.
7. In Section 4, choose your distribution method. You can opt for the Distribution Reinvestment Plan, direct deposits, checks, or mailings to your current address or custodian. Ensure your selections total 100%.
8. Finally, review all sections for accuracy, then sign and date the form affirming your agreement to the terms outlined. Make sure to also include the signature of any joint investors or custodians, if applicable.
9. Once completed, you can save changes to the form, download a copy, print it for your records, or share it as necessary.

Start completing your Stira Alternatives form online now for a smooth experience!