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 Remove a Trustee
Please follow the instructions below to add or remove a trustee.
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Type of Request
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Instructions and Links
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Additional Information
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I want to add a trustee to my account.
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To add a trustee to your account, we will require:
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A completed Change of Registration Form signed by all trustees.
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A copy of the section of the trust documentation that specifically states a trustee can appoint a co-trustee or a copy of the amended trust documentation that lists the names of all trustees.
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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There is an attachment tool within the DocuSign experience for you to provide the required documentation.
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I want to remove a trustee from my account.
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For a trustee to resign from a trust account, we will require:
Option 1
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A Change of Registration Form completed and signed by the resigning trustee. The resigning trustee's signature must be signature guaranteed on the form.
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A copy of the trust documentation or a provision of the trust that states a trustee may resign.
To complete option 1, please click here. This link will initiate a DocuSign experience that allows you to complete the form and then print the form to sign, obtain a signature guarantee and mail to us.
Option 2
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A Change of Registration Form completed and signed by the resigning trustee.
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A certified copy of the Instrument of Resignation.
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A copy of the trust documentation or a provision of the trust that states a trustee may resign.
To complete option 2 via DocuSign, please click on your relationship to the account:
Financial Advisor
Shareholder
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The signature guarantee requirement is to protect against unauthorized requests by assuring the required signatures are genuine. A signature guarantee can be obtained at many commercial banks, credit unions, savings associations, or broker-dealers. A notary public is unable to provide an acceptable guarantee.
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There is an attachment tool within the DocuSign experience for you to provide the required documentation.
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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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