Get Ph Philequity Redemption Order Form (rof) 2020-2026

Completing the PH PhilEquity Redemption Order Form (ROF) online is a straightforward process that enables users to redeem their mutual fund shares. This guide provides step-by-step instructions to help users navigate through each section of the form with ease.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to access the Redemption Order Form and open it in your editor.
2. Begin by entering the date in the format mm/dd/yyyy at the top of the form. This identifies when the order is placed.
3. In the 'transaction details' section, fill in your account name, account number, fund name, and contact number. Ensure all information is accurate.
4. Indicate the redemption type by selecting either 'Partial' or 'Full' based on your preference.
5. Provide the reason for redemption by checking one of the available options: 'Realize profit / loss', 'Not satisfied with investment', or 'Others' where you can specify your reason.
6. Enter the number of shares or units you wish to redeem, and specify any financial requirements if applicable.
7. Choose your preferred mode of payment by selecting either 'Check for deposit to enrolled bank account' or 'Check for pick up and encashment at PhilEquity head office'.
8. If you choose to authorize a representative to pick up your check, provide their complete name and signature in the 'if pick up check' section.
9. Read and acknowledge the 'declaration of investors.' Ensure you understand the terms before signing.
10. Finally, sign and print your name under the authorized signatories section. If applicable, ensure signatures for all required individuals are included.
11. Once completed, save your changes and choose to download, print, or share the form as necessary.

Complete your PH PhilEquity Redemption Order Form online today for a smooth and efficient redemption process.