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 Beneficiary on your Individual Retirement Account (IRA)
Please follow the instructions below to add/update your beneficiaries.
In the unfortunate event of your passing, keeping your beneficiaries up to date will ensure that your wishes are met and help the beneficiaries avoid probate.
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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.
Spousal Consent Not Required
To complete this transaction via DocuSign, please click on your relationship to the account:
Financial Advisor
Shareholder
Spousal Consent Required
To complete this transaction via DocuSign, please click on your relationship to the account:
Financial Advisor
Shareholder
If you prefer to mail the request to us, please print the form from here.
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If you live in a community or marital property state and name someone other than or in addition to your spouse as primary beneficiary, your spouse must sign in the spousal consent section.
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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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