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Get 26 Pt
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How to fill out the 26 Pt online
Filling out the 26 Pt application is a straightforward process designed to help you establish an account with UBS Select Funds—Institutional Series. This guide will provide clear, step-by-step instructions on how to complete the form efficiently and accurately.
Follow the steps to complete the 26 Pt application online:
- Press the ‘Get Form’ button to acquire the application and open it in your preferred online editor.
- Begin by entering the name of the institution or individual applying for the account. Ensure accuracy in spelling and format.
- If applicable, provide your existing UBS Financial Services Inc. account number.
- Fill in the account title, which should reflect the name of the institution or individual.
- Input the taxpayer ID number or Social Security number associated with the account.
- Add the contact information such as attention, telephone number, street address, city, state, and zip code.
- List any authorized individuals involved in managing the account, including their names, titles, and signatures.
- Select the fund options you wish to invest in, indicating your initial investment amount for each choice.
- If needed, provide wire instructions, including bank name, ABA number, account number, and further credit details.
- Choose your dividend option to define how you want your dividends managed.
- Review the signature and tax certification section. Ensure all signatures are completed and that the certifications reflect your current tax status.
- Once all fields are completed, you can save your changes, download the document, print it for your records, or share it as needed.
Start your application process today by completing the 26 Pt form online.
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