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  3. Goldman Sachs Forms: Account Maintenance

Change of Delivery Method

Goldman Sachs

  • Will update the delivery method of performance reports and/or custodial statements and tax documents to mail or email.
  • Changes to the delivery method are made on the contact level. All open accounts under the contact must be listed on the form in Section 1.
  • Requires client signature(s). LPOA does not apply.

Download Change of Delivery Method Form



For Financial Professional Use Only. Not for Distribution.

 

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