Get Asset Alloca

Filling out the ASSET ALLOCA form online can be a straightforward process if you follow the right steps. This guide aims to provide you with clear and comprehensive instructions to complete the form successfully.

Follow the steps to fill out the ASSET ALLOCA form online.

1. Click the ‘Get Form’ button to access the ASSET ALLOCA form and open it in your preferred online editor.
2. Begin by entering your personal details in the designated fields, ensuring that you include your full name, address, and contact information as required.
3. Select the Fund you wish to invest in, whether the Wilmington Aggressive Asset Allocation Fund or the Wilmington Conservative Asset Allocation Fund. Check the appropriate box to indicate your choice.
4. Provide the total amount you wish to invest in the form. Ensure you meet the minimum investment requirement set by the fund.
5. Complete the Account Registration section accurately, including the names of all account holders and their corresponding Social Security numbers.
6. Fill out the Address of Record section by providing a complete street address, including city, state, and zip code.
7. If applicable, indicate any reduced sales charge options you wish to apply for. This includes Rights of Accumulation or a Letter of Intent, where you specify the amount you plan to invest.
8. Review and certify all necessary declarations at the bottom of the form to affirm that you have read the prospectus and understand the terms.
9. Submit your completed form electronically, ensuring all required fields are filled, and retain a copy for your records.
10. If you need to make contributions via check or wire transfer, be sure to follow the additional instructions provided regarding payment options.
11. Once your submission is complete, confirm any transaction notifications sent to your email or contact details as provided in the form.

Start your investment journey by filling out the ASSET ALLOCA now!