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Mutual Fund Shareholder Forms |
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IRA Shareholder Services Form Instructions
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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 owners
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.
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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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