DoubleLine

Virtual Assistant is here for your convenience to help in providing necessary forms and instructions to make updates to your mutual funds account.

The features within Virtual Assistant are intended for current or prospective shareholders investing directly with DoubleLine Funds Trust via the Funds’ Administrator and Transfer Agent, U.S. Bank Global Fund Services (USBGFS).

How can we help you? Please select a link below.

Life Event
Add a Power of Attorney (POA)
Add or Remove an Account Owner
Add or Remove a Trustee
Change the Registration of My Account
Gift My Shares
Minor Has Reached Age of Majority
Recently Lost a Loved One
Change My Name

Account Maintenance
Add or Change a Transfer on Death (TOD) Beneficiary
Add or Remove Bank Information or Other Account Options
Open a New Account
Update My Address

Transactions
Exchange Shares
Redeem Shares
Purchase Additional Shares

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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