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Get Hartford Funds Chet Advisor Account Application 2019
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How to fill out the Hartford Funds CHET Advisor Account Application online
Filling out the Hartford Funds CHET Advisor Account Application online can be a straightforward process with the right guidance. This guide provides step-by-step instructions to help you complete your application accurately and efficiently.
Follow the steps to successfully complete your application
- Use the 'Get Form' button to access the Hartford Funds CHET Advisor Account Application. This action will take you to where you can view and fill out the form online.
- Begin by selecting the type of account you wish to open. Options include Individual Account, UGMA/UTMA Account, or Business Entity/Trust Account. Make sure to accurately select the appropriate option as it determines the ownership and control of the account.
- Provide detailed Account Owner information. This includes your legal name, Social Security number or Taxpayer Identification number, birth date, citizenship information, and contact details. If you are a business entity, ensure that you include any required documentation.
- Input the Designated Beneficiary's details. You must provide their legal name, Social Security or Taxpayer Identification number, birth date, and citizenship status. If their address differs from the Account Owner, include that information as well.
- Optional: Add a Successor Account Owner. This is advisable for continuity in ownership, should the Account Owner become incapacitated.
- Fill in the Trusted Contact Person information. This step is not mandatory but can assist the financial institution in maintaining communication regarding your account.
- Complete the Advisor information if applicable. This will include the advisor's firm's name, advisor's ID number, and contact details.
- Choose your initial funding method. Whether you are using a personal check, setting up Payroll Direct Deposit, or utilizing Electronic Fund Transfer, ensure you meet the minimum contribution requirements.
- Review and agree to the Account Certification and Authorization. This section includes important information regarding risks and responsibilities associated with your investments.
- Once you have completed the form, you can save your changes, download a copy for your records, print the application, or share it as needed.
Start completing your Hartford Funds CHET Advisor Account Application online today for a smooth account setup process.
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The owner of a mutual fund is typically the investor who purchases shares in the fund. Each investor has a proportional ownership stake based on the number of shares held. In the context of the Hartford Funds CHET Advisor Account Application, investors can take an active role in managing their mutual fund investments to align with their financial goals.
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