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Philequity redemption form 2026

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4.8 out of 5

35 votes

The document is a Redemption Order Form for mutual fund shares from PhilEquity Management Inc. It outlines the necessary instructions for completing the form, including transaction and payment details, declaration of ownership, and important reminders regarding processing times and bank charges. The form must be filled out in capital letters and submitted directly or via fax/email to the company.

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Click ‘Get Form’ to open the philequity redemption form in the editor.
Begin by entering the date in the specified format (mm/dd/yyyy) at the top of the form.
In the 'TRANSACTION DETAILS' section, fill in your Account Name and Account Number. Select the Fund Name and choose between Partial or Full redemption.
If opting for Partial redemption, specify the Number of Shares to be Redeemed.
Move to 'PAYMENT DETAILS / OPTIONS'. Choose your Mode of Payment: Pick Up Check or Reinvestment to another PEMI Fund. If depositing to a bank, provide your Bank Name, Account No., Branch, and Account Type (Savings or Checking).
In the 'DECLARATION' section, ensure all authorized signatories provide their signatures over printed names as required.
Review all entries for accuracy. Remember to write N/A on any fields that do not apply before submitting.

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Versions	Form popularity	Fillable & printable
2020	4.8 Satisfied (40 Votes)
2013	4.8 Satisfied (35 Votes)

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