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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…

Instructions and Forms I need…

What else I need to know…


I want to change my Individual or Joint account to a Trust or Entity account


·        Account owners, please complete the Change of Registration Form

·        Please complete the New Account Application or Entity Account Application


·        Any owner or trustee losing control must obtain a Medallion Signature Guarantee


·        For Trust account, include a copy of the trust agreement


Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 800-697-3863 or visit 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.