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Get Wilmington Aggressive Asset Allocation Fund Wilmington Moderate Asset Allocation Fund Wilmington
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How to fill out the Wilmington aggressive asset allocation fund Wilmington moderate asset allocation fund Wilmington online
This guide provides comprehensive and user-friendly instructions for filling out the Wilmington Aggressive Asset Allocation Fund and Wilmington Moderate Asset Allocation Fund online. It ensures clarity and supports users throughout the process.
Follow the steps to complete your investment application smoothly.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Choose the fund you wish to invest in by selecting either the Wilmington Aggressive Asset Allocation Fund, Wilmington Moderate Asset Allocation Fund, or Wilmington Conservative Asset Allocation Fund.
- Enter the total amount you wish to invest, ensuring it meets the minimum investment requirement of $500,000 unless you are exempt.
- Provide your account registration details, including the first name, middle initial, last name, and date of birth for each account holder.
- Complete the address section with a valid street address, city, state, and zip code for record-keeping purposes.
- Select your distribution options, indicating if you prefer cash for income dividends or other distributions.
- Review and sign the certifications section, ensuring you agree to the terms outlined and confirm your tax information.
- Submit your completed form via mail to Wilmington Asset Allocation Funds c/o PFPC Inc. or via wire transfer, following the instructions provided in the application.
- Ensure that any additional documents required, such as signature guarantees, are included before sending.
- Once processed, you will be able to redeem, exchange, or check the status of your investment as outlined in the guide.
Start your application now and secure your investment in the Wilmington Funds online!
The Moderately Aggressive Strategy seeks total return through exposure to a diversified portfolio of primarily equity, and to a lesser extent, fixed income asset classes. ETFs are used as the primary portfolio building blocks for their low cost, liquidity, transparency, and tax efficiency.
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