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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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Exchange Shares of your Mutual Fund Account
Shares must be exchanged into an identically registered account in another fund within the same share class.
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Instructions and Links
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Additional Information
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Complete your exchange request via DocuSign.
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Complete your exchange request via a Chat or Phone Representative using the information on the left.
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If you prefer to submit this request in writing, please mail a letter of instruction signed by all account owners that lists the "from" account and the "to" account as well as the number of shares that should be exchanged. Click here to access and print the Letter of Instruction Form.
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An exchange is a taxable event for non-fiduciary accounts.
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An exchange is a non-taxable, non-reportable event for fiduciary accounts.
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If you do not have online access currently established, you will be able to enroll via the link provided. You will need your account number and certain personal information to enroll.
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The telephone exchange option must be enabled on your account to exchange shares via a Chat or Phone Representative.
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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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