Longleaf Partners Mutual Funds: Longleaf Partners: Your Account: Non-Retirement: How Do I...?

The Longleaf Funds provides this "How do I?" page so that shareholders have quick and easy way to find exactly what they are looking for. Click on the links below for answers to common questions.

General

Transfer shares from another broker
Obtain wiring instructions
Give shares of a Longleaf account as a gift
Know if I need a Medallion Signature Guarantee
Retrieve NAV history

Retrieve distribution history

Retrieve performance history

Access my account online

Non-Retirement

Open a new non-retirement account
Setup automatic investment for non-retirement accounts
Make additional investments
Request duplicate Statements for non-retirement accounts
Change shareholder address for non-retirement accounts
Change shareholder name for non-retirement accounts
Add a joint owner
Change Capital Gain/Dividend Options
Setup telephone transaction options for non-retirement accounts
Redeem shares
Setup systematic withdrawals for non-retirement accounts

Retirement

Open a new retirement account
Request duplicate Statements for retirement accounts
Change shareholder address for retirement accounts
Change shareholder name for retirement accounts
Setup telephone transaction options for retirement accounts
Rollover an retirement account
Transfer an retirement account
Conversions to/from Roth IRA
Make Distributions from my retirement account
Change beneficiaries on my retirement account