Investment Forms
Below is a list of the various individual forms you may need to manage your WELS CEF investment. Please feel free to contact us via email with any questions – or you can call us toll-free at 1-866-511-7793.
Individual Investment Application
- Organization Investment Application
- Beneficiary Designation Form
- Additional Investment/Redemption
- Lost Investment Form
- Address Change Form
- EFT Electronic Funds Transfer Form
- Georgia Rescission Forms
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