Contact Us:
800-697-3863.
Monday through Friday
8:00 a.m. - 7:00 p.m. Central Time
After hours? Click to submit
an inquiry.
Mailing Address:
Tocqueville
c/o U.S. Bank Global Fund Services
PO Box 219252
Kansas City, MO 64121-9252
Overnight Express Mail:
Tocqueville
c/o U.S. Bank Global Fund Services
801 Pennsylvania Ave, Suite 219252
Kansas City, MO 64105-1307
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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, please 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
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Type of Request
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Instructions and Links
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Additional Information
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Gift my shares to an individual or charitable organization.
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- All account owners or trustees must obtain a Medallion Signature Guarantee.
- 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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