Automatic Investment Plan. This option allows you to execute automatic investments to the CESA. To take advantage of the automated plans you must also include the bank information in section 4 of the CESA Enrollment Form. The automatic investment will occur on the 15th day of the month.
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 5.) FUND NAMES AND FUND CODES ARE LISTED IN SECTION 4 FUND NAME FUND CODE DOLLAR AMOUNT SEMI/MONTHLY START MONTH 1ST/15TH MONTH
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. . 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. 1. o Automatic Draft (To transfer funds electronically on a regular basis from your account with a financial institution to 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. Automatic Draft You may change the Contribution amount and frequency by calling 000-000-0000. It may take up to 5 days to set up an automatic draft with the entity’s financial institution. Note: To set up this option, provide account information in Section 7. If a Contribution is not honored by the entity’s financial institution, the entity will be assessed a transaction fee. Amount ($25 minimum) $ , .
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. 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...
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. Shareholders who wish to make automatic subsequent investments into the Fund may do so through the Automatic Investment Plan. Automatic Investments of at least $100 can occur either monthly or quarterly, on or about the 5th or 20th of the month. The funds will be transferred from the shareholder's checking or savings account, using electronic funds transfer via the Automated Clearing House (ACH). Purchases are made at Net Asset Value, as determined at the close of business on the New York Stock Exchange on the day the funds are received at the Fund's Custodian and Transfer Agent. If the date is one in which the NYSE is not open for business, shares will be purchased at the close of business on the following business day. Initial investments may not be made through this Plan. The Plan is subject to the approval of the shareholder's bank. Your bank must be able to accept ACH transactions and/or be a member of an ACH association. We cannot guarantee acceptance by your bank. The Plan can be terminated by sending written notice to the Fund's Custodian. The notice must be received at least 5 business days prior to the date of the next scheduled automatic purchase. The Plan is automatically terminated whenever a check is returned unhonored by the shareholder's bank. The shareholder is responsible for any charges incurred as a result of an unhonored transaction. Additional Information Each time there is a transaction in a Shareholder Account, the shareholder will receive a confirmation statement showing the current transaction. Certificates can be issued for full shares only. These certificates will be sent to the shareholder only upon specific request. The method of delivery of share certificates is at the option and risk of the shareholder. If sent by mail, registered and insured mail is suggested. All correspondence regarding Shareholder Accounts should be addressed to The Oberweis Funds, c/o Investors Fiduciary Trust Company, X.X. Xxx 000000, Xxxxxx Xxxx, Xxxxxxxx 00000. This form is not authorized for distribution to prospective purchasers of shares of the Portfolio in states where such shares are not qualified for sale. [OBERWEIS LOGO] Emerging Growth Fund XXX TRANSFER REQUEST FORM Investors Fiduciary Trust Company, as Custodian To transfer assets from an existing XXX or to complete a rollover from a qualified employer plan, 403(b) account or Xxxxx to an Oberweis Emerging Growth Fund XXX, complete this form and attach a copy of a current statement from your ...
