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Mutual Fund Shareholder Forms  |   IRA Shareholder Services Form Instructions

In order to add or change any of the following privileges on your account: Checkwriting, Automatic Asset Builder® and Dreyfus TeleTransfer, simply complete the IRA Shareholder Services Form (PDF: 52 KB). Please note the following important instructions:

  • Complete Section 1 with the current account information;
  • Complete Section 2 if you are adding or changing the Automatic Asset Builder® Privilege;


    • Select the Dreyfus Mutual Fund, the desired date and indicate the dollar amount you would like to invest;


      • Attach a pre-printed voided check from your bank account (bank account owner's name(s) must be pre-printed on the check); and
  • Complete Section 3 if you are adding the Checkwriting Privilege;


    • This account owner must be age 59 ½ or over to qualify for this service.


    • The Checkwriting Privilege is not available to participants registered with a foreign address.


  • Complete Section 4 if you are adding or changing any of the TeleTransfer Privilege; and


      • Attach a pre-printed voided check from your bank account (bank account owner’s name(s) must be pre-printed on the check); and


      • Obtain a Signature Guarantee in Section 5 if adding or changing the Dreyfus TeleTransfer Purchase Privilege.
Please mail the completed form to: For registered/certified mail please mail to:
The Dreyfus Family of Funds
P.O. Box 55263
Boston, MA 02205-8501
The Dreyfus Family of Funds
30 Dan Road
Canton, MA 02021-2809

Upon receipt of the completed form in proper order, we will process your request.

At Dreyfus, we appreciate the opportunity to service you and your financial needs. If you have any further questions, please contact us.

IRA Dreyfus Shareholder Services Form (PDF: 52 KB)

Download a prospectus for more complete information on any Dreyfus fund, including management fees, charges, expenses, and share classes, as applicable. Please read it carefully before you invest.

1. A Signature Guarantee is a stamped or typewritten assurance from a financial institution (guarantor) that a signature or endorsement is genuine. Please check with your financial institution to be certain their guarantee will meet the requirements stated below.

The Transfer Agent has adopted standards and procedures pursuant to which Signature Guarantees in proper form generally will be accepted from domestic banks, brokers, dealers, credit unions, national securities exchanges, registered securities associations, clearing agencies and savings associations. Signature Guarantees will also generally be accepted from financial institutions participating in the New York Stock Exchange Medallion Signature Program (MSP), the Securities Transfer Agents Medallion Program (STAMP) and the Stock Exchanges Medallion Program (SEMP) provided the transaction amount does not exceed the guarantor's surety bond coverage. The Alpha Prefix obtained for the Medallion Guarantee must cover the entire transaction request. Notarization by a Notary Public is not an acceptable guarantee.

   
   
 

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