Telephone Verification Procedures. The Transfer Agent will require verification of all of the following by the caller ¨ Social Security number or Tax ID number ¨ Account Registration / Legal Name of Account ¨ Mailing Address of Record Fax Verification Procedures: The Transfer Agent will require that the fax contain an authorized signature for verification. In addition, for faxed applications, the Transfer Agent will require the shareholder to mail the original in a timely manner. Phone Fax Mail
Appears in 4 contracts
Samples: Transfer Agency and Service Agreement (Forward Funds), Transfer Agency and Service Agreement (Forward Funds), Transfer Agency and Service Agreement (Forward Funds)
Telephone Verification Procedures. The Transfer Agent will require verification of all of the following by the caller ¨ o Social Security number or Tax ID number ¨ o Account Registration / Legal Name of Account ¨ o Mailing Address of Record Fax Verification Procedures: The Transfer Agent will require that the fax contain an authorized signature for verification. In addition, for faxed applications, the Transfer Agent will require the shareholder to mail the original in a timely manner. Phone Fax Mail
Appears in 3 contracts
Samples: Transfer Agency and Service Agreement (Financial Investors Trust), Transfer Agency and Service Agreement (ALPS Variable Insurance Trust), Transfer Agency and Service Agreement (Cornercap Group of Funds /Va/)
