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And Distributions 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by filling out Section 1, 'Account Registration.' Enter your Owner Name, Fund Number, and Account Number using capital letters for clarity.
- Move to Section 2, 'Contingent Deferred Sales Charge Waivers.' Select one option that applies to your situation by checking the appropriate box. Ensure you meet any additional documentation requirements for disability or death.
- In Section 3, provide your Financial Advisor Information. Include the Firm of Record, Representative Phone, Signature, and Date. Make sure all details are accurate.
- Review the completed form for accuracy and ensure all necessary documents are attached before submission.
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