Longleaf Partners Mutual Funds: Your Account: Retirement Roth Change of Information

You may use our Retirement Change of Information form to request changes to your retirement account. Once the form is complete it should be mailed to our transfer agent. The service requests covered by the Retirement Change of Information form include:

Change of Address
Duplicate Statement
Change Shareholder Name
Change Beneficiaries
Telephone Exchange Option
Automatic Investment Plan

Click here to access the Retirement Change of Information form. The form is in Adobe Acrobat format and requires the Adobe reader.