Get Dreyfus Multi Purpose Certification Form

The Dreyfus Multi Purpose Certification Form is essential for corporations, trusts, partnerships, estates, and other entities to authorize individuals to transact on their behalf. This guide provides a step-by-step approach to help users complete the form online effectively.

Follow the steps to complete the Dreyfus Multi Purpose Certification Form online.

1. Click ‘Get Form’ button to access the Dreyfus Multi Purpose Certification Form and open it in the online editor.
2. Provide account information in Section 1. Indicate the registered owner type by selecting one of the options such as Corporation, Trust, Partnership, Estate, or Other Entity. Fill in the name of the registered owner, fund name, account number, taxpayer ID number, and mailing address. Also include the physical address if it differs from the mailing address, along with daytime and evening phone numbers and email address.
3. In Section 2, list the authorized person or persons. For each individual, provide their full legal name, title, specimen signature, date of birth, social security number, citizenship, tax residence, and residential address. Be sure to accurately specify their employment status and occupation.
4. If applicable, complete the Certification of Officers section for corporations or incorporated associations. Ensure that a medallion signature guarantee is obtained and the secretary certifies the resolution passed by the board of directors.
5. For trusts, partnerships, estates, or other entities, complete the certification section ensuring that all necessary signatures are guaranteed by a medallion. Ensure to include all necessary details as requested.
6. Review all entered information for accuracy. Once confirmed, users can save changes, download the document, print it for mailing, or share it as needed.

Complete your Dreyfus Multi Purpose Certification Form online today to streamline your document management.