Cdsc 2025

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The document is a form for requesting a contingent deferred sales charge (CDSC) waiver for redemptions and distributions from Fidelity Advisor accounts. It outlines the necessary information required from the account owner, the reasons eligible for the CDSC waiver, and documentation needed for specific circumstances such as disability or death. Additionally, it includes sections for financial representative information and instructions on submitting the form.

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Versions	Form popularity	Fillable & printable
2020	4.8 Satisfied (66 Votes)
2017	4.5 Satisfied (27 Votes)

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What does CDSC stand for?

The contingent deferred sales charge (CDSC), also known as a back-end load or sales charge, is a fee imposed when an investor sells or redeems shares in a mutual fund within a specified number of years from the purchase date. What is the CDSC formula?

What is the difference between annuity benefit base and contract value?

Normally, the sales charge is in the form of a back-end load, also known as a contingent deferred sales charge (CDSC). CDSCs are usually incurred if the owner surrenders the contract, or withdraws funds that exceed the free withdrawal amount (a specified amount usually equal to 10% of the contract value).

What does CDSC stand for in annuities?

Central Depository and Settlement Corporation (CDSC) is an account where investors securities are stored electronically. This eliminates the use of certificates in trading at the Nairobi Securities Exchange.

What does CDSC mean?

The Account Value (or contract value) is the cash value of the contract before any surrender or termination charges are added. The Benefit Base is a number used solely to determine the value of the annuity holders benefits and the fees for those benefits. It is not money available for withdrawal.

How do you avoid an annuity surrender charge?

The surrender period is an often years-long interval where you are responsible for paying a fee if you withdraw funds during this time. To avoid possible surrender fees, you should not put money into an annuity that you might need to withdraw from during the surrender period.