Get Entrust Group General Fee Disclosure (gfd) 2021-2025

Filling out the Entrust Group General Fee Disclosure (GFD) online is a straightforward process designed to provide necessary information regarding your account fees. This guide will walk you through each section of the form to ensure clarity and accuracy.

Follow the steps to complete your GFD efficiently.

1. Click the 'Get Form' button to access the document and open it in your preferred editor.
2. Begin filling in the account owner information. Include your name as it appears on your account application, account number, account type, and email address.
3. Provide your daytime phone number for any necessary follow-up. This is essential for communication regarding your account.
4. Review the account establishment fee section. Understand that there is a one-time fee of $50 applicable per account.
5. In the annual recordkeeping fee area, select between Option 1 and Option 2 based on your assets. Make sure to calculate the fees accurately, referencing the provided tables for assistance.
6. Fill out any applicable transaction fees. This includes fees for purchases, sales, exchanges, and other relevant transactions.
7. Select your preferred payment options for the various fees. Choose between credit card or debit from your Entrust account, and make sure to indicate your preferences clearly.
8. If using a credit card, provide the necessary information such as card type, last four digits of the card, name on the card, and billing information.
9. Finally, confirm your information by signing and dating the document. This authorization allows Entrust to charge your selected payment method for the fees.
10. Once all sections are completed and verified, save your changes. You can choose to download, print, or share the form as needed.

Complete your Entrust Group General Fee Disclosure online today for a clear understanding of your account fees.