Get Ia Firm Name (please Print)rhoads Lucca Capital Mgmt Inc

Filling out the IA Firm Name (please Print)RHOADS LUCCA CAPITAL MGMT INC is essential for updating your address information with your investment advisor. This guide provides clear instructions on how to complete the necessary fields effectively, ensuring that your information is accurately recorded.

Follow the steps to complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the section labeled 'IA Firm Name (please Print)', enter 'RHOADS LUCCA CAPITAL MGMT INC' clearly and legibly as this information needs to be in print format.
3. Locate the 'IA Master Account Number' field and fill in your unique account number, which is essential for identifying your account.
4. Move to section 1, 'Account Information', where you will authorize Charles Schwab & Co., Inc. to change your address. List the relevant account numbers that need to be updated.
5. Indicate whether this address change should take effect immediately or specify an effective date in the designated area.
6. Proceed to section 2, 'Home/Legal Address', and provide your physical street address; ensure it complies with guidelines by not using P.O. boxes.
7. Select the type of address change that applies to you in the option section.
8. Complete the personal information fields such as names, city, home/legal street address, and contact numbers, ensuring that all details are accurate.
9. If applicable, provide an optional mailing address in section 3, noting that P.O. boxes are acceptable here.
10. In section 4, gather the required signatures from all account holders listed earlier in the document, ensuring that dates are included.
11. Once all sections are completed, review the form for accuracy, then save changes, download, print, or share the form as needed.

Complete your documents online to ensure a smooth updating process.