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Get Magellan Withdrawal Form
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How to fill out the Magellan Withdrawal Form online
Completing the Magellan Withdrawal Form online is a straightforward process designed to ensure that your withdrawal request is processed efficiently. This guide provides step-by-step instructions to help you fill out the form accurately.
Follow the steps to successfully complete the withdrawal form.
- Press the ‘Get Form’ button to access the withdrawal form and open it for editing.
- In Section 1, provide your investor details. Fill in your investor number and account name as they appear in your records.
- Move to Section 2 to specify your withdrawal details. Select the relevant fund name from the options provided, such as the Magellan Global Fund or Magellan Infrastructure Fund. Indicate the balance of investment, number of units, or desired amount for withdrawal.
- Continue with Section 3 by choosing your payment instructions. Select either Direct Credit to your bank account or a cheque. Direct Credit can only be used for accounts already on file.
- Proceed to Section 4 to sign the form. Ensure that you sign according to established signing instructions. If applicable, include a second signature and provide names and dates next to each signature accordingly.
- If additional signatures are required, list them on a separate sheet of paper. Review the form for completeness and accuracy.
- Once you have filled out the form, save your changes, and download the document. You may print a copy for your records or share it as needed.
Complete your Magellan Withdrawal Form online today for a smooth withdrawal process.
Peter Lynch who managed the high-flying Fidelity Magellan Fund compounded at an astounding annual return of 29%. But the average Magellan Fund investor lost money during Lynch's period. Why? Investors were costing themselves significantly.
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