Add a Power of Attorney (POA) ZU

eServices Inquiry Manager

Mailing Address:

Aristotle Funds
c/o U.S. Bank Global Fund Services
P.O. Box 701
Milwaukee, WI 53201

Overnight Express Mail:

Aristotle Funds
c/o U.S. Bank Global Fund Services
615 E. Michigan St., FL3
Milwaukee, WI 53202

Add a Power of Attorney (POA)

This change gives the POA the authority to act on behalf of the account owner. We require some additional steps to add a POA to the account.
Simply having a POA designated does not grant access to the account.

Instructions and Links

Additional Information

A signed Letter of Instruction Form from the account owner or attorney-in-fact requesting to add or change the attorney-in-fact.

A signed and notarized Attorney-In-Fact’s Certification and Acceptance of Authority Form that includes the full name, Social Security number, date of birth, and permanent street address of the attorney-in-fact. If the governing law does not require the form to be notarized, then check the box on page 2 of the form.

A notarized Power of Attorney document that lists all the powers and any restrictions of those powers.

To obtain a Letter of Instruction Form, please click here. This link will initiate a DocuSign experience that allows you to complete the form.

To obtain an Attorney-In-Fact’s Certification and Acceptance of Authority Form, please click here. This link will initiate a DocuSign experience that allows you to complete the form and then print the form to sign and obtain the notary stamp.

A notary public from a financial institution is able to provide an acceptable validation. If obtaining a notary stamp, please be sure to include the notary public's business card or a signed letter from the notary public on the financial institution's letterhead.

We can return original documents that are mailed; simply include a note asking us to mail them back to you.

Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 844-ARISTTL (844-274-7885) or visit https://www.aristotlefunds.com/ for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.

Aristotle Funds and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation.