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an inquiry.
Contact Us: 877-354-6311
8am-7pm Central Time
Mailing Address:
DoubleLine Funds
c/o U.S. Bank Global Fund Services
PO Box 219252
Kansas City, MO 64121-9252
Overnight Express Mail:
DoubleLine Funds
c/o U.S. Bank Global Fund Services
801 Pennsylvania Ave, Suite 219252
Kansas City, MO 64105-1307
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Add or Remove an Account Owner
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Instructions and Links |
Additional Information |
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Add a joint owner to my account.
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To add a joint owner to your account, we will require:
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A signed letter of instruction or a completed and signed Change of Registration from the current account owner.
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A completed New Account Application signed by the current account owner and the new account owner.
To complete this transaction via DocuSign, please click the applicable link below:
I am currently invested in a Class N Fund
I am currently invested in a Class I Fund
If you prefer to print the New Account Application and mail it to us, along with a signed letter of instruction, please click here.
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- A completed and signed New Account Application is required to verify that all account owners understand the terms of the prospectus and to certify the Social Security numbers of the account owners.
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Remove a joint owner from my account.
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To remove an account owner from your account, we will require:
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A Change of Registration Form completed and signed by all account owners. All signatures must be guaranteed on the form.
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A completed and signed W-9 Form from the remaining account owner.
To obtain and complete the forms via DocuSign and then print the forms to obtain the signature guarantee, please click here.
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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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Please note, within the DocuSign experience, the remaining account owner will be provided instructions for downloading and printing the forms.
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 877-354-6311 or visit https://doubleline.com/ for a prospectus containing this information. Read it carefully.
DoubleLine 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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