Contact Us:
844-ARISTTL (844-274-7885)
Monday through Friday
8:00 a.m. - 7:00 p.m. Central Time
Mailing Address:
Aristotle Funds
c/o U.S. Bank Global Fund Services
PO Box 219231
Kansas City, MO 64121-9231
Overnight Express Mail:
Aristotle Funds
c/o U.S. Bank Global Fund Services
801 Pennsylvania Ave, Suite 219231
Kansas City, MO 64105-1307
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Add or Change a Transfer on Death (TOD) Beneficiary
Keeping your beneficiaries up to date may help them avoid probate in the unfortunate event something was to happen to the account owner(s), as well as ensuring that your wishes for your estate are met.
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All Beneficiary changes must be signed and sent in with the form below
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Instructions and Links
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Additional Information
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To add or update your beneficiaries, we will require a completed and signed Beneficiary Designation Form.
To complete this transaction via DocuSign, please click the applicable link below:
One Signer
Two Signers
Spousal Consent Required
If you prefer to mail the request to us, please print the form from here.
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If this is a joint account, both owners need to sign. An account owner cannot be designated as a TOD beneficiary.
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If a trust will be designated as a beneficiary, we require a copy of the trust agreement.
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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.
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