Get In Huntington Funds Regular Account Transfer Request Form 2014-2025

This guide provides clear instructions on how to effectively fill out the IN Huntington Funds Regular Account Transfer Request Form online. By following these steps, users can ensure a smooth transfer of assets between non-retirement accounts.

Follow the steps to complete the transfer request form online.

1. Click the ‘Get Form’ button to obtain the IN Huntington Funds Regular Account Transfer Request Form and open it in your preferred online editor.
2. Fill in Part I: Owner Information. Provide the required details such as your name, date of birth, social security or tax ID number, street address, city, state, zip code, and phone numbers. Ensure that all required fields marked with an asterisk (*) are completed.
3. Complete the co-owner's information if applicable. Follow the same format as outlined in Part I, entering the co-owner’s or trustee's details as necessary.
4. In Part II, provide the information about the current trustee, custodian, or issuer. This includes the name, current account or plan number, and contact information. Specify the type of account you are transferring from.
5. Next, in Part III: Transfer Instructions, indicate whether this is a new account or if the proceeds will purchase shares into an existing account. Fill in the account number if applicable and detail the transfer allocation in percentages, ensuring they total 100%.
6. In Part IV, select the preferred liquidation or transfer method. Specify whether to liquidate all assets, partially transfer them, transfer in-kind, or provide other instructions.
7. In Part V, acknowledge the transfer by signing the form. Provide the date and ensure it is stamped with a New Technology Medallion Signature Guarantee, if required.
8. Finally, save your changes to the form. You can download, print, or share the completed form as needed.

Complete your IN Huntington Funds Regular Account Transfer Request Form online today to ensure your assets are transferred smoothly.