The following information must be included in a redemption request:
Your account number
Fund name and number:
Partners Fund (#133)
International Fund (#136)
Small-Cap Fund (#134)
The amount of the redemption, specified in either dollars or shares
The signatures of all owners, exactly as they are registered on the account
Fund Certificates, if any have been issued for the shares being redeemed
Other supporting legal documents that may be required in cases of estates, corporations, trusts and certain other accounts
For redemptions over $100,000 or if the proceeds will be sent to a
destination not previously established on the account, you must
also include Medallion Signature Guarantees
If you have questions about these requirements please call our
transfer agent at
(800) 445-9469 option 0.
Send your request to our transfer agent:
