Cdsc 2026

1. Click ‘Get Form’ to open the cdsc in the editor.
2. Begin with Section 1, 'Account Registration.' Fill in your Owner Name, Fund Number, and Account Number using capital letters for clarity.
3. Move to Section 2, 'Contingent Deferred Sales Charge Waivers.' Select one reason for the waiver by checking the appropriate box. Ensure you meet any additional documentation requirements listed.
4. In Section 3, provide your Financial Representative Information. Include the Firm of Record, Representative Phone, and sign and date the form.
5. Review all sections for accuracy. If required documents are needed, ensure they are attached before submission.

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