
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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Update
or Correct your Name on your Account
If
you are recently married or otherwise need to correct your name on your mutual
fund account, please follow the steps and forms below to complete the change.
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To
update your name, you must either provide a Financial Notary / Signature
Guarantee Stamp or include a certified copy of the document proving the name
change
·
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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Update the name on my
account to match my legal name
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·
Please complete
the Name Change Form and include one of the two following options:
§ a certified copy (Fax / Photocopy /
Original) of Marriage Certificate or other name change document
OR
§ Obtain a Financial Notary or Signature
Guarantee Stamp on the Name Change Form
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·
Need to find a
financial institution to guarantee your signature? Click here
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We can return the
original documents, simply include a note asking us to return the item.
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If you obtain a
Financial Notary we also need the contact information of the bank
representative that provided it (i.e. business card)
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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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