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Class I Shares Account Application/ Account Change Form INSTRUCTIONS/CHECKLIST Complete Sections 16 & 11. Any requested supplemental documents or information must also be provided. Failure to complete
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To fill out Legg Mason account maintenance, follow these steps:
02
Login to your Legg Mason account using your username and password.
03
Navigate to the account maintenance section on the website.
04
Provide the required personal information such as your full name, address, and contact details.
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Verify your identity by providing the necessary identification documents.
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Update your account details as necessary, such as changing your address or contact information.
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Review and confirm the changes you have made.
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Submit the completed account maintenance form.
09
Await confirmation or further instructions from Legg Mason regarding the status of your account maintenance request.

Who needs legg mason account maintenance?

01
Anyone who has a Legg Mason account and requires updates or changes to their account information needs Legg Mason account maintenance. This includes individuals who have moved, changed their contact information, or need to update their identification documents. Account maintenance ensures that the account holder's information is up to date and accurate.
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Legg Mason account maintenance refers to the process of updating and managing information related to a Legg Mason investment account, such as contact details, beneficiaries, investment options, etc.
All individuals or entities with a Legg Mason investment account are required to file account maintenance to ensure that the information is accurate and up to date.
To fill out Legg Mason account maintenance, you can typically log in to your account online and update the necessary information through the provided forms or contact customer service for assistance.
The purpose of Legg Mason account maintenance is to ensure that the account information is current and correct, which helps in providing better service, communication, and decision-making for the account holders.
The information that must be reported on Legg Mason account maintenance includes personal details, contact information, investment preferences, beneficiaries, and any other relevant information regarding the account.
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