Account Maintenance

Changing information on your account can be as easy as logging into your online account , completing a form to send via mail or fax or picking up the telephone.

Use the information presented here as a general guide. Your circumstances may vary; talk to your investment professional, or call our Client Services Department at 1-800-225-6292.

To update information about your investment professional, call one of our Customer Service Representatives at 1-800-225-6292. For your protection, we will send a confirmation of changes made to your account. Please refer to the fund's prospectus for more complete information.

Important Information Concerning Dormant Accounts and Escheatment

Jump to:

Change Your Address or Phone Number |  Change Your Name  |  Correct a Tax Identification Number  |  Add or Change Your Bank Information  |  Change Distribution Options |  Add an Automatic Investment Plan (AIP)  |  Change an Automatic Investment Plan (AIP)  |  Add a Systematic Withdrawal Plan (SWP)  |  Change a Systematic Withdrawal Plan (SWP)

Change Your Name

Requests to change a name must be made in writing.

To change a name on your account due to marriage, divorce or any similar reason, complete the Name Change Request Form and obtain the necessary stamp. Mail us the completed form using the address listed on the form.

Add or Change Your Bank Information

Requests to add or change bank information must be made in writing.

Bank information can be submitted on the Account Application when establishing a new account. To add or change the bank information at a later date, complete the Account Options Form for your account type and obtain the necessary stamp. Mail us the completed form using the address listed on the form.

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Add an Automatic Investment Plan (AIP)

Requests to add an AIP must be made in writing.

AIPs can be submitted on the Account Application when establishing a new account. To add an AIP at a later date, complete the Account Options Form for your account type and obtain any necessary stamps. Mail us the completed form using the address listed on the form.

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Add a Systematic Withdrawal Plan (SWP)

Requests to add an SWP must be made in writing.

SWPs can be submitted on the Account Application when establishing a new account. To add a SWP at a later date, complete the Account Options Form for your account type and obtain any necessary stamps. Mail us the completed form using the address listed on the form.

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