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
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
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Add or Change a Transfer on Death (TOD) Beneficiary
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Instructions and Links
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Additional Information
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To add or update a TOD beneficiary on your account, we will require a completed and signed Beneficiary Designation Form.
I have an Individual Account
To complete this transaction via DocuSign, please click on your relationship to the account:
Financial Advisor
Shareholder
I have a Joint Account
To complete this transaction via DocuSign, please click on your relationship to the account:
Financial Advisor
Shareholder
If you prefer to print the Beneficiary Designation Form and mail it to us, please click 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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