To all our valued Unit Holders/Shareholders of the Pacific Balance Fund. The following are the requirements for lodgements made: For Individual Unit Holders: Complete PBF Unitholder Verification form Formal Letter addressed to Management for application lodged. PBF Certificate 2x Valid ID 6 months Bank Statement State Declaration Form For transfers of Units from deceased accounts: Complete Unitholders verification form Complete Unit Holder update form for Next of Kin Informat