Get Bmo Funds New Account Application Investor Class Of ... - Bmo.com

This guide provides comprehensive, user-friendly instructions for completing the Bmo Funds New Account Application for the Investor Class of shares online. By following these steps, users can ensure accurate and timely submission of their application.

Follow the steps to successfully complete your application.

1. Click the ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by filling out the 'Account Registration' section. Specify whether the account is an Individual, Joint, or Trust account. Provide the key details for each owner or authorized party, including their name, Social Security number, citizenship, and birth date.
3. In the 'Address' section, fill in your U.S. residential and mailing addresses as required. Be sure to include even the smallest details, such as unit numbers or apartment numbers, if applicable.
4. Complete the 'Additional Information' section if applicable; while this is not mandatory, providing your occupation and employer's information can assist with your application.
5. In the 'Investment Selection' section, input the amount you wish to invest in each fund. Ensure that your total investment meets the $1,000 minimum unless you are using a Systematic Investment Plan.
6. Choose your preferred 'Method of Investing.' Indicate whether you will pay by check, wire, or establish a Systematic Investment Plan, ensuring that any prerequisites are met.
7. For the 'Dividend and Capital Gains Payment Option,' select how you wish your dividends and capital gains to be handled—either reinvested or disbursed in various forms (check, ACH, wire).
8. In the 'Telephone Transaction Privileges' section, decide if you want to allow transactions via phone and check or uncheck the options based on your preferences.
9. If using a Systematic Investment, Withdrawal, or Exchange Plan, complete the corresponding section with the desired schedule and amounts for your transactions.
10. Provide your bank account information, including the bank name, routing number, and account number for ACH transactions. Attach a preprinted voided check or deposit slip to verify these details.
11. After completing all sections, ensure you sign the application in the 'Signature' section. Both account owners need to sign where applicable, affirming all previously stated conditions.
12. Review the entire application for accuracy and completeness before submitting it. Once verified, you can save any changes and consider downloading or printing a copy for your records.

Get started by filling out your Bmo Funds New Account Application online today!