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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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Redeem
your Mutual Fund Shares
The
options you have currently on the account will determine if you can redeem online,
by chat, or by phone, or if you must send us forms to complete the request.
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To
complete a redemption with a phone representative, chat representative, online
account, your account must contain the option – If your account does not have this option
please complete our Account Options Form online or you can fill, print and mail one here.
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When redeeming with
a new method of delivery (new bank account, another address than what is on
file, check made payable other than how your account is titled), we require a
Signature Guarantee Stamp. To find out more about what it is and participating
financial institutions in the Signature Guarantee programs click
here
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The transaction I want
to process is a…
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Instructions and forms I
need…
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What else I need to
know…
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Redemption of my mutual
fund shares
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Redeem online – Please login to your account online
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Redeem with a Chat Representative – Please chat with
us using the link to the left for assistance
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Redeem with a Phone Representative – Please call us
at the number above
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Redeem in Writing
§ Utilize our Mutual Fund Redemption Form for taxable accounts
§ Utilize our IRA / Qualified Plan
Distribution Request Form
for qualified plan accounts such as IRA
§ Utilize our Required Minimum Distribution
Form for IRA Required
Minimum Distributions
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Redeeming from a
taxable (non-retirement) account will generate a 1099-B Tax
Form. There may be a taxable
gain or loss on your investment
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Redeeming from an
IRA will generate a 1099-R Tax Form
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Redeeming from a
CESA will generate a 1099-Q Tax Form
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There may be a
redemption maximum you can request over the phone or online per trading day –
Please refer to the prospectus
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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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