Automatic Investment Plan. This option allows you to execute automatic monthly investments with your CESA. To take advantage of the automated plan you must also include bank information in section 7. All automatic investments will be drawn from the bank account indicated in section 7 monthly on the 15th. Amount $ Begin Transaction (month, year) Contributions made by an Automatic Investment Plan will be current year contributions as of the date the money is pulled. Investment into the Company’s stock will occur on the first investment date after the money is pulled.
Automatic Investment Plan. This option allows you to execute automatic monthly investments with your XXX. To take advantage of the automated plan you must also include bank information in section 4. All automatic investments will be drawn from the bank account indicated in section 4 monthly on the 15th. . Amount $ Begin Transaction (month, year) To invest in Wal-Mart Stores, Inc common stock via Computershare XXX Program, you must make automatic monthly investments of at least $50. Subsequent investments of at least $50 per investment may be made. Contributions made by an Automatic Investment Plan will be current year contributions as of the date the money is received. Investment into the Company’s stock will occur on the first investment date after the money is received.
Automatic Investment Plan. This option allows you to execute automatic investments to your XXX. To take advantage of the automated plans you must also include the bank information in section 4 of the XXX Enrollment Form. The automatic investment will occur on the 15th day of the month.
Automatic Investment Plan. If you would like to participate in the TIAA-CREF Funds Automatic Investment Plan, the minimum investment per fund is $100. Please indicate below the amount to invest, the frequency, the first month to begin debiting your account and the time interval. Semimonthly investments occur on both the 1st and the 15th, while monthly investments occur on either the 1st OR 15th. It takes up to 10 days to initiate this service. (Please also complete Section 6.) FUND NAMES AND FUND CODES ARE LISTED IN SECTION 3. FUND NAME FUND CODE DOLLAR AMOUNT SEMI/MONTHLY START MONTH 1ST/15TH MONTH $ $ $ $ $
Automatic Investment Plan. 1. o Automatic Draft (To transfer funds electronically on a regular basis from your account with a financial institution to your NC 529 Account.) You may change the Contribution amount and frequency by going online to XXXX.xxx/XX000 or by completing an Enrollment and Participation Agreement Supplement (C421). It may take up to 5 days to set up an automatic draft with your financial institution.
Automatic Investment Plan. 1. ❏ Automatic Draft (To transfer funds electronically on a regular basis from your account with a financial institution to your NC 529 Account.) You may change the Contribution amount and frequency by going online to XXXX.xxx/XX000 or by calling 000-000-0000. It may take up to 5 days to set up an automatic draft with your financial institution. Note: To set up this option, provide account information in Section 7. If a Contribution is not honored by your financial institution, you may be assessed a transaction fee. Amount ($25 minimum) $ hhh, hhh. hh Frequency Check one and include the day(s) on which you want funds debited.
Automatic Investment Plan. This option allows you to execute automatic investments to your IRA. To take advantage of the automated plans you must also include the bank information in section 4 of the IRA Enrollment Form. The automatic investment will occur on the 15 th day of the month.
Automatic Investment Plan. (Custodian held accounts are not eligible) Electronic Funds Transfer from your bank account directly to your Strategic Storage Trust, Inc. investment account ($100 Minimum). I authorize Strategic Storage Trust, Inc., or its agent, to draft from my checking or savings account. This authority will remain in force until I notify Strategic Storage Trust, Inc., or its agent, in writing to cancel it. In the event that Strategic Storage Trust, Inc., or its agent, drafts funds erroneously from my account, they are authorized to credit my account for an amount not to exceed the amount of the erroneous draft. (Automatic Investment Plan is not available to residents of Alabama or Ohio.) Name of Financial Institution Mailing Address City State Zip Code Please Attach a Pre-printed Voided Check or Deposit Slip Here (The above services cannot be established without a pre-printed voided check or deposit slip.) For Electronic Funds Transfers, signatures of bank account owners are required exactly as they appear on bank records. If the registration at the bank differs from that on this Subscription Agreement, all parties must sign below. Signature Signature Your Bank’s ABA Routing Number Your Bank Account Number Checking Account Savings Account I Authorize Strategic Storage Trust, Inc. or its agent to draft from my checking or savings account $ ($100 Minimum) each month on the 1st of the month, beginning the first month after my initial investment.
Automatic Investment Plan. This option permits exchanges between your identically registered TIAA-CREF Funds IRAs. ($2,000 minimum to a new fund account, $50 to an existing fund account.) If you would like to participate in the TIAA-CREF Funds Automatic Investment Plan, the minimum investment per fund is $100. Please indicate below the amount to invest, frequency, the first month to begin debiting your account and the time interval of your investments. Semimonthly investments occur on both the 1st and 15th, while monthly investments occur on either the 1st or 15th. All automatic investments are considered current year contributions. It takes up to 10 days to initiate this service. (Please also complete Section 9.) FUND NAMES AND FUND CODES ARE LISTED IN SECTION 4. FUND NAME (See section 4) FUND CODE DOLLAR AMOUNT SEMI/MONTHLY START MONTH 1ST/15TH MONTH $ $ $ $ $ *As of October 2, 2017, the TIAA-CREF Quant Small-Cap Equity Fund is closed to new investors.
Automatic Investment Plan. An automatic investment plan is available under which a shareholder can authorize Investor Services to charge a bank account on a regular basis to invest pre-determined amounts in the Fund. Additional information is available from the Distributor or authorized brokers, dealers or financial intermediaries. DIVIDEND DIVERSIFICATION. A shareholder may, upon written request or by completing the appropriate section of the application form accompanying this Prospectus or by calling (800) 000-0000 xx (800) 000-0000 xxx the hearing impaired, elect to have all dividends and other distributions paid on a class of shares of the Company invested in shares of the same class of any Participating Fund, so long as a pre-existing account for such class of shares exists for such shareholder. Both accounts must also be of the same type, either non-retirement or retirement. Any two non-retirement accounts can be used. If the accounts are retirement accounts, they must both be for the same class and of the same type of retirement plan (e.g. IRA, 403(b)(7), 401(k), Keogx) xxd for the benefit of the same individual. If the qualified pre-existing account does not exist, the shareholder must establish a new account subject to minimum investment and other requirements of the fund into which distributions would be invested. Distributions are invested into the selected portfolio at its net asset value as of the payable date of the distribution only if shares of such selected portfolio have been registered for sale in the investor's state and are currently available for sale. RETIREMENT PLANS. Eligible investors may establish IRAs; SEP; pension and profit sharing plans; 401(k) plans; or Section 403(b)(7) plans in the case of employees of public school systems and certain non-profit organizations. Documents and forms containing detailed information regarding these plans are available from the Distributor. Van Xxxxxx Xxxst serves as custodian under the IRA, 403(b)(7) and Keogx xxxns. Details regarding fees, as well as full plan administration for profit sharing, pension and 401(k) plans, are available from the Distributor. EXCHANGE PRIVILEGE. Shares of the Funds may be exchanged for shares of the same class of another Participating Fund based on the net asset value per share of each Fund on the date of exchange, subject to certain limitations. Before effecting an exchange, shareholders in the Company should obtain and read a current prospectus of the Participating Funds into which the e...
