Get Equinox Funds Class 1 Unit Request For Redemption

This guide provides a comprehensive overview of how to complete the Equinox Funds Class 1 Unit Request for Redemption form online. By following these instructions, users can ensure the accurate submission of their redemption requests.

Follow the steps to complete your redemption request accurately.

1. Click the ‘Get Form’ button to obtain the form and open it for editing.
2. Enter the date at the top of the redemption request form to document when the request is being made.
3. Input your current broker/dealer investor account number, as it appears in your records with the selling firm.
4. Specify the amount of units to be redeemed by entering the dollar amount, number of units, or percentage in the appropriate sections for each fund listed.
5. Type or print the full registration name(s) of the account holder who is making the redemption request.
6. Provide your Social Security Number or Taxpayer ID Number, ensuring it matches the registered entity holding the units.
7. Fill in the mailing address where correspondence should be sent, including street, city, state, and ZIP code.
8. Indicate the name of the broker/dealer (selling agent) associated with your account.
9. Enter the name of your financial advisor who is managing your account.
10. Include the branch ID number relevant to your financial advisor's office.
11. Input the financial advisor number for further identification within the financial institution.
12. Sign the form in the designated signature section; ensure the signature matches the printed name on the form.
13. If applicable, have the custodian sign where indicated to confirm their agreement with the redemption request.
14. Once all fields are completed, review the form for accuracy, then save your changes, download, print, or share the completed form as needed.

Complete your Equinox Funds Class 1 Unit Request for Redemption online today!