Get Application For Account Services Form - Columbia Management

Completing the Application For Account Services Form - Columbia Management online is a straightforward process that allows users to manage their existing non-retirement accounts effectively. This guide provides step-by-step instructions to ensure that you fill out the form accurately and efficiently.

Follow the steps to complete your application effortlessly.

1. Click ‘Get Form’ button to obtain the form and open it in an appropriate online editor.
2. Begin with Part 1, where you will need to enter investor information. This includes the name of the account owner and, if applicable, the co-account owner or custodian, along with their dates of birth and social security numbers. If applicable, include the name and date of trust or entity details.
3. In Part 2, review and select your telephone exchange and redemption privileges. You can authorize Columbia funds to accept telephone instructions regarding exchanges and redemptions. Indicate your preferences clearly based on the options provided.
4. Move to Part 3 to select ways to access your money. Check all desired options, including Fast Cash, on-demand redemption via EFT, and the Systematic Withdrawal Plan. Ensure you provide relevant information to facilitate these services.
5. In Part 4, choose your dividend and capital gains options, and if desired, select options for Dividend Diversification. Provide details for any fund transfers as necessary.
6. Proceed to Part 5 to set up automatic investments. Check the options for the Automatic Investment Plan and on-demand purchases, and provide the required banking information.
7. In Part 6, complete the bank information section. Ensure to input accurate bank account and routing numbers, and attach a voided check as specified.
8. Ensure all signatures in Part 7 are properly guaranteed with a Medallion Signature Guarantee if necessary.
9. Finally, in Part 8, provide your signatures along with the date. If signing on behalf of a business entity or trust, include any required documentation.
10. Review the entire form for accuracy. Once completed, save any changes, download, print, or share the form as needed. Finally, return the document to Columbia Management using the provided mailing instructions.

Complete your Application For Account Services Form - Columbia Management online today to manage your investment options effectively.