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, Corporation, Estate, and other entities. Ensure you check the appropriate box.
3. Fill in the Account Owner Information section. Provide all required details such as name, Social Security number, date of birth, 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 Funds to Invest In section, list your desired funds along with their corresponding fund numbers and investment amounts. Ensure you have reviewed the prospectus before making selections.
6. Select your preferred method for making investments in the How the Investment Will Be Made section. Options include payment by check or wire transfer.
7. Review all sections for accuracy before signing at the end of the application. Make sure to provide any additional documentation if required.

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