Total Fund Questionnaire
Company:
Name:
Title:
Address 1:
Address 2:
City:
State:
-Select-
AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VA
VT
WA
WI
WV
WY
Zip Code
Phone:
Fax:
Email:
Return Information
Periodicity - Monthly or Quarterly
-Select-
Monthly
Quarterly
Gross or Net of Fees
-Select-
Gross of Fees
Net of Fees
Organization Type
Public
Corporate / Private
Endowment / Foundation
Fund Type
Defined Benefit Plan
Defined Contribution Plan
Endowment / Foundation
Insurance - Life
Insurance - P&C
Corporate / Taxable
Other
Fund Size
Less than $100 million
$100 - $500 million
$500 million - $1 billion
$1 - $5 billion
$5 - $10 billion
Greater than $10 billion
Thank you for providing this information, we will contact you shortly to provide you with a user ID and Password for the Wilshire Odyssey. You will then be able to submit you fund's return information. In the mean time if you have any questions please do not hesitate to contact us.
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