MAIL ADDRESS. Duplicate Statement #1 Duplicate Statement #2 4 Investment Amount By check: Make check payable to the ▇▇▇▇▇ Small Cap Growth Fund. By wire: Call ▇▇▇-▇▇▇-▇▇▇▇. By transfer: Due to rollover or beneficiary payout. ▇▇▇▇▇ Small Cap Growth Fund 7005 $ 5 Automatic Investment Plan (AIP) If you choose this option, funds will be automatically transferred from your bank account. Please attach a voided check or savings deposit slip to Section 7 of this application. We are unable to debit mutual fund or pass-through (“for further credit”) accounts. Draw money for my AIP (check one): Monthly Quarterly ▇▇▇▇▇ Small Cap Growth Fund • There is a fee if the automatic purchase cannot be made (assessed by redeeming shares from your account). • Participation in the plan will be terminated upon redemption of all shares. • An AIP will cease the year in which a shareholder reaches the age of 70 1/2 (excluding SEP, SIMPLE and ▇▇▇▇ ▇▇▇ accounts). • All contributions invested using Automatic Investment Plan will be current year contributions.
Appears in 2 contracts
Sources: Custodial Account Agreement, Custodial Account Agreement
MAIL ADDRESS. Duplicate Statement #1 Duplicate Statement #2 4 Investment Amount By check: Make check payable to the ▇▇▇▇▇ Small Cap Growth Fund. By wire: Call ▇▇▇-▇▇▇-▇▇▇▇. By transfer: Due to rollover or beneficiary payout. ▇▇▇▇▇ Small Cap Growth Fund 7005 $ 5 Automatic Investment Plan (AIP) If you choose this option, funds will be automatically transferred from your bank account. Please attach a voided check or savings deposit slip to Section 7 of this application. We are unable to debit mutual fund or pass-through (“for further credit”) accounts. Draw money for my AIP (check one): Monthly Quarterly ▇▇▇▇▇ Small Cap Growth Fund • There is a fee if the automatic purchase cannot be made (assessed by redeeming shares from your account). • Participation in the plan will be terminated upon redemption of all shares. • An AIP will cease the year in which a shareholder reaches the age of 70 1/2 (excluding SEP, SIMPLE and ▇▇▇▇ ▇▇▇ accounts). • All contributions invested using Automatic Investment Plan will be current year contributions.
Appears in 1 contract
Sources: Custodial Account Agreement
MAIL ADDRESS. ❑ Duplicate Statement #1 ❑ Duplicate Statement #2 4 Investment Amount ❑ By check: Make check payable to the ▇▇▇▇▇ Small Cap Growth Fund. ❑ By wire: Call ▇▇▇-▇▇▇-▇▇▇▇. ❑ By transfer: Due to rollover or beneficiary payout. ❑ ▇▇▇▇▇ Small Cap Growth Fund 7005 $ 5 Automatic Investment Plan (AIP) If you choose this option, funds will be automatically transferred from your bank account. Please attach a voided check or savings deposit slip to Section 7 of this application. We are unable to debit mutual fund or pass-through (“for further credit”) accounts. Draw money for my AIP (check one): ❑ Monthly ❑ Quarterly ❑ ▇▇▇▇▇ Small Cap Growth Fund • There is a fee if the automatic purchase cannot be made (assessed by redeeming shares from your account). • Participation in the plan will be terminated upon redemption of all shares. • An AIP will cease the year in which a shareholder reaches the age of 70 1/2 (excluding SEP, SIMPLE and ▇▇▇▇ ▇▇▇ accounts). • All contributions invested using Automatic Investment Plan will be current year contributions.
Appears in 1 contract
Sources: Custodial Account Agreement