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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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Gifting
your Shares
Gifting
shares is a change in ownership to give away control and transfer mutual fund shares
directly to an individual, corporation, charity, not-for profit, church, or
other entities. The 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.
All current owners of the account must obtain Medallion Signature Guarantee Stamps.
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Account
owners gifting their shares are losing control of the account, which requires
them to obtain a Medallion Signature Guarantee Stamp
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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 original signatures and be mailed to us at one of the
mailing addresses provided on the forms
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This
is only for non-IRA accounts to complete
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 gift my shares
to an individual or charitable organization
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Account owners
please complete the Change of Registration Form
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If the individual
or charitable organization does not have a current account with us they must
complete a New Account Applicationor New Entity Account Application
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All account owners
or trustees must obtain a Medallion Signature Guarantee
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Gifting your
shares does not generate a 1099-B and is not taxable
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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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