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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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Add
or Change a Beneficiary on your account
Keeping
your beneficiaries up to date may help them avoid probate in the unfortunate
event something was to happen to the account owner(s) as well as ensuring that
your wishes for your estate are met.
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All
Beneficiary changes must be signed and sent in with the form below
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I would like to…
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Instructions and Forms I
need…
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What else I need to
know…
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Add or Update my beneficiaries
on my account
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To add or update your beneficiaries, we will require a completed and signed Beneficiary Designation Form.
To complete this transaction via DocuSign, please click the applicable link below:
One Signer
Two Signers
Spousal Consent Required
If you prefer to mail the request to us, please print the form from here.
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If a trust will be
designated as a beneficiary, we require a copy of the trust agreement.
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 800-697-3863 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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