THIRD PARTY - MONEY MANAGER allianz.pdf - LVZ Advisors 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by completing the 'Contract/Policy Identification' section. Enter your contract number, owner’s name, and authorized third party details.
  3. In the 'Authorization by Owner' section, read the agreement carefully. Sign and date where indicated to authorize the third party's actions.
  4. The authorized third party must then read and sign the 'Third Party Agreement' section, confirming their understanding of the terms.
  5. Ensure that you certify that you have reviewed the excessive trading and market timing policy before submitting your form.
  6. Finally, fax or mail your completed form to Allianz as instructed at the bottom of the document.

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