Get New Account Application - Collins Alternative Solutions Fund

Completing the New Account Application for the Collins Alternative Solutions Fund online is a straightforward process. This guide will provide you with clear instructions to ensure your application is completed accurately and efficiently.

Follow the steps to successfully fill out your application.

1. Click ‘Get Form’ button to obtain the application and open it for editing.
2. Begin by selecting your investor type from the options provided: Individual, Joint Owner, Gift to Minor, Exempt Tax Organization, or Other Entity. Fill in the required personal information such as full name, date of birth, and Social Security number.
3. Provide your permanent street address in Section 2. Be sure to omit foreign addresses and P.O. Boxes unless filling out the mailing address.
4. Choose your preferred Cost Basis Method in Section 3. Options include Average Cost, First In, First Out, Last In, First Out, and others. Make sure to consult with a tax advisor if necessary.
5. Indicate your Investment and Distribution Options in Section 4. Specify whether you will invest by check or wire, and select your fund preferences, including options for reinvesting dividends and capital gains.
6. If you wish to enroll in an Automatic Investment Plan (AIP), complete Section 5 by specifying the investment frequency and amount.
7. Review the Telephone and Internet Options in Section 6. Decide whether to decline these transaction options or accept them.
8. Complete Section 7 for the Systematic Withdrawal Plan (SWP), if applicable. Indicate the amount and frequency for automatic withdrawals.
9. Fill in your Bank Information in Section 8, ensuring to attach a voided check or savings deposit slip if needed.
10. Sign and date the application in Section 9, acknowledging your understanding and consent to the terms outlined.
11. Before submitting, conduct a final review to ensure all required fields are filled, and then save, download, print, or share the completed form.

Complete your New Account Application online today to start your investment journey with the Collins Alternative Solutions Fund.