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Contact Us: 800-697-3863.

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Add or Remove an Account Owner or Trustee

To add or remove account owners and trustees, please follow the steps below.

· Any account owner or trustee that is losing control of the account is required 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

The registration needs to be updated because…

Instructions and Forms I need…

What else I need to know…

I want to add or remove an account owner or Trustee

· Account owners / trustees – Please complete the Change of Registration Form

· Account owners / trustees – Please complete the New Account Application

· All account owners must sign

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

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.