Account Changes:You may change the address on your account by calling us at (800) 445-9469 option 0, while account access function on this site, or by sending a written request to our transfer agent, PFPC. Other changes to your account registration or account privileges must be made in writing.
You may use our change of information form
to request changes to your account.
The form is in Adobe Acrobat format and requires the
Adobe reader.
The service requests covered by the change of information form include:
- Change of Address
- Duplicate Statement
- Capital Gain\Dividend Options
- Change Shareholder Name
- Add a Joint Owner
- Automatic Investment Plan
- Telephone Transaction Options
- Bank Instructions
- Systematic Withdrawal Plan
- Transfer on Death (TOD)
Click here to access the change of information form.
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