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How to fill out the Managed Account Authorization Form112812.doc online
Filling out the Managed Account Authorization Form112812.doc online is a straightforward process that allows users to authorize an account manager for their investments. This guide will walk you through each section of the form, ensuring you provide the necessary information accurately and efficiently.
Follow the steps to complete the form with ease.
- Click ‘Get Form’ button to access the Managed Account Authorization Form112812.doc and open it in your document editor.
- Start by entering your customer account number in the designated field at the top of the form.
- In Section I, provide your relationship to the account manager. Enter the details in the first blank space.
- Under ‘How do you hear about your account manager?’, fill in the source of your information.
- Complete question three by selecting one of the compensation options for your account manager, and fill in the corresponding amount.
- Acknowledge whether you have conducted a due diligence checklist by answering the Yes/No questions provided regarding your account manager.
- In the signature section, ensure that both the primary and joint account holders provide their signatures and names, along with the date.
- Section II is for the account manager. The account manager must fill in their registration status and provide their contact information.
- If applicable, account managers who are not registered must complete the additional self-attestation questions and provide their signatures.
- Review all your inputs for accuracy before saving the document. Once confirmed, you can download, print, or share the completed form.
Complete your Managed Account Authorization Form112812.doc online today to keep your investments managed effectively.
Retiree Reimbursement Account (RRA) FAQ's. Q: What is an RRA? A: An RRA is an employer funded account designed to help you pay for eligible medical expenses during retirement.
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