Change of Ownership Application for Transfer Form - Pacific 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the effective date of change at the top of the form. This is crucial for processing your request accurately.
3. Select the specific changes you wish to make, such as address change or distribution change, and complete all required sections accordingly.
4. In Section 3, provide your investor information including account number, names, and SSN/Tax ID. Ensure accuracy to avoid delays.
5. Fill out the new mailing address in Section 4. Specify whether it's a legal or mailing address and include contact numbers.
6. Complete Section 5 for distribution preferences. Choose how you want distributions handled and ensure that percentages total 100% if applicable.
7. Sign and date the form in Section 7. All investors must sign for validation.
8. If applicable, have your financial representative sign in Section 8 to confirm compliance with investment suitability standards.

Start using our platform today to streamline your document editing and submission process for free!