Accounts | Mutual Fund Shareholder Forms

Mutual Fund Shareholder Forms

For your convenience, we're making some of the most frequently requested forms available for download in PDF. If the form you are looking for is not listed below please contact your Retail Service Representative for assistance.

NOTE: To download the forms in a Portable Document Format (PDF) you will need the Adobe^® Acrobat^® Reader, available free from the Adobe^® Web site.

If you need assistance in completing any of the forms, please call 1-800-645-6561. Please refer to the prospectus to determine the services available for your particular fund.

403(b)(7) Retirement Plan Shareholder Forms
Access forms to assist you in maintaining your 403(b)(7) account(s).

Affidavit of Domicile (PDF: 51 KB)
Shows the residence of decedent at time of death. Affidavit of Domicile is required when transferring the ownership of a security from a deceased person's name.

Auto-Exchange Form
Set up a systematic plan to exchange funds between your Dreyfus fund accounts.

Automatic Withdrawal Form (PDF: 86 KB)
Set up a systematic withdrawal from your Dreyfus account and have proceeds sent via check to your address or directly to your bank account.

CD Transfer Form (PDF: 105 KB)
Here's how to transfer your maturing CD into Dreyfus mutual funds.

Change of Account Registration Form
Change your account registration or transfer the title of one or more accounts into the name of a new owner.

Change of Address Authorization Form (PDF: 74 KB)
Change the address of record on your account(s).

Distribution Request Form (PDF: 63 KB)
Make distributions from your IRA account(s).

Dividend Options Form
Transfer your fund distributions into another Dreyfus account or electronically into your bank account.

Dreyfus Automatic Asset Builder^® Authorization Form (PDF: 79 KB)
Set up a systematic investment plan to transfer funds directly from your bank account to your Dreyfus account(s).

IRA Checkwriting Privilege Addition Form
Use this form to add the Checkwriting Privilege to a Dreyfus IRA only.

IRA Shareholder Services Form
Use this form to add or change the Automatic Asset Builder, Checkwriting or TeleTransfer purchase privilege to your individual retirement account.

Multi-Purpose Certification Form (PDF: 67 KB)
Permits specific individuals to transact on accounts registered to a corporation, trust, partnership, estate or other entity.

Name Change Form (PDF: 80 KB)
Change the registration on an existing individual and/or IRA account because of a legal name change.

Payroll Savings Form
Have your paycheck or a portion of it deposited into your Dreyfus account(s).

Power of Attorney Appointment and Indemnification Agreement
Give an individual the ability to make transactions on your account on your behalf.

Required Minimum Distribution Request Form
Request your required minimum distribution from your IRA account.

Retirement Account Beneficiary Designation Form
Establish or change the primary and secondary beneficiary(ies) on your Dreyfus IRA account.

Rollover/Transfer Request Form (PDF: 245 KB)
Transfer or directly roll over all or a portion of your current IRA, qualified plan or 403(b) Plan to a Dreyfus IRA.

Shareholder Services Form
Add or change services such as distribution options, checkwriting privilege, Dreyfus Automatic Asset Builder^®, and teleservice privileges on one or more of your accounts.

Stock Power Form (PDF: 75 KB)
This form should be used to redeem, exchange or transfer title of shares in your account.

Transfer on Death Registration Form (PDF: 69 KB)
Establish a Transfer on Death (TOD) registration for a new or existing account or change TOD beneficiaries.

If you have specific questions, contact us.