
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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Individual
or Joint Account to Trust or Entity Account
To
update the account registration, please complete the steps and forms below to
update your mutual fund account.
·
Any
owner or trustee losing control must obtain a Medallion Signature Guarantee
Stamp
·
Going
to an Entity account requires all owners to obtain a Medallion Signature
Guarantee Stamp
·
To
find out more about a Medallion Signature Guarantee and the financial
institutions participating in the program click here
·
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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I want to change my Individual
or Joint account to a Trust or Entity account
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·
Account owners,
please complete the Change of Registration Form
·
Please complete
the New Account Application or Entity Account Application
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·
Any owner or
trustee losing control must obtain a Medallion Signature Guarantee
·
For Trust account,
include 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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