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IMPORTANT: This form cannot be used to make check requests, transfers or any transactions pertinent to your account[s] held at St Germain Investment Management and our d/b/a October Mountain Financial Advisors or Gage-Wiley. Under no circumstance should you or anyone else disclose account numbers, social security numbers or other types of personal identification in this form. If you need additional assistance, please contact your financial advisor or our Client Services Group by calling (413) 733-5111 or 800-443-7624 during our business hours.