Get Mail To: The Brandywine Funds

This guide provides clear instructions on how to complete the Mail To: The Brandywine Funds form for various Individual Retirement Accounts (IRAs). Follow this comprehensive step-by-step process to ensure your application is filled out correctly and submitted without delay.

Follow the steps to successfully complete the form.

1. Click 'Get Form' button to access the application form online.
2. Choose the type of IRA you are applying for. Indicate your choice clearly by selecting one of the options found in Section 1. Options include Traditional IRA, Rollover, Roth IRA, SEP, and SIMPLE IRA.
3. Complete the Investor Information section (Section 2) by providing your first name, middle initial, last name, date of birth, and Social Security number. If your mailing address is different from your physical street address, check the appropriate box.
4. Fill in your Physical Street Address (Section 3). Ensure you provide a valid residential or principal place of business address, as P.O. Boxes and foreign addresses are not accepted.
5. In Section 4, specify your Investment Choices. Indicate the amount you wish to invest, ensuring it meets the minimum requirements outlined in the instructions.
6. If opting for the Automatic Investment Plan (Section 5), complete the required fields indicating your desired investment amount and frequency of investment.
7. Provide your bank information (Section 7) by attaching a voided check or savings deposit slip if you are enrolling in the Automatic Investment Plan.
8. Add Beneficiary Information (Section 8) for primary and secondary beneficiaries. Ensure you include their names, relationships, and other required details.
9. Review Section 9 carefully. Sign the form acknowledging your understanding of the Disclosure Statement and Custodial Account Agreement.
10. Finally, complete the required sections for SIMPLE IRA Plans (Section 10) if applicable, and fill in Dealer Information (Section 11) if relevant.
11. Before mailing your form, check off each item on the IRA Application Checklist to confirm all required sections are completed. When everything is in order, save your changes, print the form, and prepare for mailing.

Complete your application for the Mail To: The Brandywine Funds online now to ensure a smooth submission process.