Non Qualified Transfer Of Assets Form Page 3
Download a blank fillable Non Qualified Transfer Of Assets Form in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Non Qualified Transfer Of Assets Form with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3INVESTMENT ALLOCATI
4. CERTIFICATIONS AND SIGNATURES
I hereby authorize this liquidation and/or transfer in kind from my
Medallion Signature Guarantee* (if required):
current financial institution to the account designated on this form.
By signing below, I certify the information set forth herein is
Some Firms require
a Medallion Signature
Guarantee
to
accurate and I have received and read a prospectus for the funds
transfer assets. Please check with your current firm to see if they
in which I am making my investment. To the extent that I have
require a Medallion Signature Guarantee. Failure to obtain a
requested a redemption of mutual fund shares in connection with
required signature guarantee may result in a delay in the transfer
my transfer, I understand that such shares will be redeemed at
of assets.
the net asset value next determined after my transfer request is
reviewed and determined to be in good order by the delivering
firm.
The Internal Revenue Service does not require your
consent to any provision of this docum ent other than the
certifications required to avoid backup w ithholding.
____________________________________________________
Account Owner’s Signature
Date
_____________________________________________________
Joint Owner’s Signature (if applicable)
Date
*
A Medallion Signature Guarantee can be obtained from a bank, broker-dealer, a credit union, a national securities exchange, savings
association or other financial intermediaries that are members of an Approved Medallion Guarantee Program. A signature by a Notary Public is
not acceptable as a signature guarantee.
5. TRANSFER INSTRUCTIONS
Make check payable to:
Issachar Fund
FBO:
Account Number:
Mail to:
Mail this Transfer Form to:
Overnight Delivery:
Issachar Fund
Issachar Fund
c/o Gemini Fund Services, LLC
c/o Gemini Fund Services, LLC
P.O. Box 541150
17605 Wright Street, Suite 2
Omaha, Nebraska 68154
Omaha, Nebraska 68130
Issachar Fund: Transfer Form Page 3 of 3
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Legal