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Contact Us: 800-304-7404.
Monday through Friday 8:00 a.m. - 7:00 p.m. Central Time
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Individual or Joint Account to Trust or Entity Account
To update the account registration, please complete the steps and forms below to update your mutual fund account.
· Any owner or trustee losing control must obtain a Medallion Signature Guarantee Stamp
· Going to an Entity account requires all owners to obtain a Medallion Signature Guarantee Stamp
· To find out more about a Medallion Signature Guarantee and the financial institutions participating in the program click here
· All forms need to contain original signatures and be mailed to us at one of the mailing addresses provided on the form
The registration needs to be updated because…
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Instructions and Forms I need…
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What else I need to know…
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I want to change my Individual or Joint account to a Trust or Entity account
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· Account owners, please complete the Change of Registration Form
· Please complete the New Account Application or Entity Account Application
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· Any owner or trustee losing control must obtain a Medallion Signature Guarantee
· For Trust account, include a copy of the trust agreement
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 800-304-7404 or visit http://www.mairsandpower.com for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
Mairs & Power 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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