After hours? Click to submit
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
|
Gift My Shares
Gifting shares gives you the ability to transfer mutual fund shares directly to an individual, corporation, charity, non-for-profit, church, or other entities. The individual or entity that is being gifted those shares must be aware of the gift and complete a New Account Application if they do not have an account. You are unable to gift shares from an Individual Retirement Account (IRA).
|
Instructions and Links
|
Additional Information
|
-
To gift shares from your account, we require a signature guaranteed letter of instruction signed by all account owners. To obtain and print the form, please click here.
-
If the individual or entity receiving the gift does not have an account within DoubleLine Funds, we require a completed and signed New Account Application or Entity Application. Please click here to access the appropriate application.
|
-
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.
|
|
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.
|
|