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Cdsc 2026
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- Click ‘Get Form’ to open the cdsc in the editor.
- Begin with Section 1, 'Account Registration.' Fill in your Owner Name, Fund Number, and Account Number using capital letters for clarity.
- 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.
- In Section 3, provide your Financial Representative Information. Include the Firm of Record, Representative Phone, and sign and date the form.
- Review all sections for accuracy. If required documents are needed, ensure they are attached before submission.
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