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Mutual Fund Shareholder Forms |
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Retirement Account Beneficiary Designation Form Instructions
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In
order to add or change beneficiary information on your Individual
Retirement Account (IRA), simply complete the Beneficiary
Designation Form (PDF: 50 KB). This form may be used to add
or change beneficiaries on multiple IRA accounts provided the account
ownership and the changes to beneficiary information are identical
for all accounts. The information on this form will supersede all
other beneficiary information on file.
In
completing the form, please be sure to include the following information
for the new primary and secondary (if any) beneficiary(ies): Full
name and address, social security number, relationship to IRA holder,
and date of birth. If you choose to select multiple primary or secondary
beneficiaries, you must provide the percentage allotted to each,
totaling 100%.
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mail the completed form to: |
For
registered/certified mail please mail to: |
The Bank of New York Mellon,
Custodian
P.O. Box 55552
Boston, MA 02205-8568 |
The Bank of New York Mellon,
Custodian
30 Dan Road
Canton, MA 02021-2809 |
Upon
receipt of the required documentation in proper order, we will process
your request. Written confirmation of the new beneficiary(ies) will
be sent upon request.
At
Dreyfus, we appreciate the opportunity to service you and your financial
needs. If you have any further questions, please contact
us.
Dreyfus
Retirement Account Beneficiary Designation Form (PDF: 50 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.
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