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After
hours? Click to submit an inquiry.
Contact Us: 800-697-3863.
Monday through Friday 8:00 a.m. - 7:00 p.m. Central Time
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Adding
Power of Attorney to your Mutual Fund
Designating
a Power of Attorney gives the POA the authority to act on the behalf of another
individual on financial matters. We require some additional steps to add POA to
the mutual fund account. Simply having a POA designated by the court does not
grant access to the mutual fund account.
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If the
Account Owner can sign documents, they are required to obtain a Medallion
Signature Guarantee to add a POA
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To
find out more about a Medallion Signature Guarantee and the financial
institutions participating in the program click here
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All
forms need to contain an original signature and be mailed to us at one of the
mailing addresses provided on the form
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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 add my Power
Of Attorney (POA) to my account
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Account Owner can obtain
a Medallion Signature Guarantee Stamp –Please
complete the Limited Power of Attorney Form with Signature Guarantee
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Account Owner is
unable to sign, due to physical or mental incapacitation – Please include all
below documents:
§ A copy of the notarized POA document
listing powers and limitations of POA
§ Signed letter from a doctor on
letterhead stating “[account owners name] is unable to sign a document due to
physical or mental incapacitation”
§ Letter of Instruction completed with
POA’s information:
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Full legal name
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Full physical
address
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Social Security
number
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Date of Birth
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We can return
original documents, simply include a note asking us to mail them back to you
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Once we receive
the paperwork in good order we will have your account updated within 3
business days
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 800-697-3863 or visit http://www.tocquevillefunds.com/ for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
Tocqueville 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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