Get Change Of Account Ownership Form - First Eagle Funds

Filling out the Change Of Account Ownership Form for First Eagle Funds online is a straightforward process that allows you to change ownership or transfer shares between accounts. This guide will provide clear instructions to help you navigate each section of the form effectively.

Follow the steps to complete your Change Of Account Ownership Form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling out the Current Account Information section. You will need to provide the account owner’s name, social security number, fund name, date of birth, street address, and contact telephone numbers. Ensure that all information is accurate and complete.
3. In the New Account Information section, choose whether you are transferring to a new account or an existing account. If you select transferring to a new account, remember that a New Account Application will be required.
4. Indicate your distribution options by selecting whether you wish to transfer all shares or a partial amount. If it is a partial transfer, specify the dollar amount or number of shares you wish to transfer.
5. In the Reason for Change of Ownership/Transfer of Shares section, explain the reason for the transfer. You may want to consult with a financial advisor to ensure you provide sufficient details.
6. If you are making a partial transfer, complete the Cost Basis Information section as necessary. This includes providing details such as purchase dates and number of shares.
7. Proceed to the Signatures and Authorization section. The current account owner(s) must sign and date the form. Ensure that you obtain a Medallion Signature Guarantee if required.
8. New account owners must complete their section as specified if a gift or transfer of shares is the reason for the change. Ensure the proper signatures and dates are included here as well.
9. After reviewing the form for completeness and accuracy, save any changes. You can then choose to download, print, or share the completed form as necessary.

Begin completing your Change Of Account Ownership Form online today.