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Mutual Fund Shareholder Forms  |   Shareholder Services Form Instructions

In order to add or change any of the following privileges on your account: Checkwriting, Automatic Asset Builder®, Dreyfus TeleTransfer, Wire Redemption, Telephone Redemption or Telephone Exchange, simply complete the Shareholder Services Form (PDF: 68 KB). Please note the following important instructions:

  • Complete Sections 1 through 3 with the current account information;
  • Complete Section 5 if you are adding or changing the Checkwriting Privilege;
  • Note: For joint accounts, you may elect to have only one signature required on your check. If you select this option, a Signature Guarantee1 is required in Section 9.
  • Complete Section 6 if you are adding or changing the Automatic Asset Builder® Privilege;


    • Select 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 8 with the signature(s) of all registered owner(s) of the Dreyfus account.
  • Complete Section 7 if you are adding or changing any of the TeleService Privilege(s); and


    • Check the box to indicate that you are updating the banking information (if applicable);


      • Attach a pre-printed voided check from your bank account if adding or changing banking information for the Dreyfus TeleTransfer and Wire Redemption Privileges only (bank account owner’s name(s) must be pre-printed on the check); and


      • Obtain a Signature Guarantee1 in Section 9 if adding or changing the Dreyfus TeleTransfer or Wire Redemption Privileges.
  • Complete Section 8 with the signature(s) of all registered owner(s).

For business organizations and trust accounts where there are no authorized signer(s)/trustee(s) named in the registration, or if two or more authorized signer(s)/trustee(s) can act independently of one another, the Multi-Purpose Certification Form (PDF: 45 KB) must also be completed, unless there is a form on file authorizing the current signer(s). Please note the following important instructions:

  • Complete Sections 1 and 2 for all registration types;
  • Complete Section 3 for corporate accounts or incorporated associations and obtain a Signature Guarantee1 or a Corporate Seal; and
  • Complete Section 4 for trust accounts, partnerships, estates and other entities and obtain a Signature Guarantee.1

Please mail the completed form to: For registered/certified/overnight 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.

Dreyfus Shareholder Services Form (PDF: 68 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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