Eaton Vance Mutual Funds New Account Application 2025

1. Click ‘Get Form’ to open the Eaton Vance Mutual Funds New Account Application in the editor.
2. Begin by selecting the type of account you wish to open. Options include Individual, Joint, UGMA/UTMA, Guardian, Trust, and various entities. Ensure you understand the implications of each type.
3. Fill in the Account Owner Information section. Provide all required details such as name, Social Security number, and contact information for each individual listed on the account.
4. Complete the Address and Mailing Information section accurately. Remember that PO Boxes are not allowed for primary addresses.
5. In the Cost Basis Election section, choose your preferred method for reporting mutual fund purchases. If unsure, consult a tax advisor before making your selection.
6. List your desired funds in the Funds to Invest In section along with their corresponding fund numbers and investment amounts.
7. Select how you will make your investment—by check or wire transfer—and provide any necessary details.
8. Review all sections carefully before signing at the end of the application to ensure accuracy and completeness.

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