Get Gabelli Funds Forms

Filling out the Gabelli Funds Forms online can seem daunting at first, but this guide aims to streamline the process for you. Follow the steps below to complete your form accurately and efficiently.

Follow the steps to complete your form successfully:

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with the Account Registration section. Fill in the primary owner, trustee, or custodian details. If applicable, provide the trust name alongside any joint owner or co-trustee information.
3. In the Fund Name and Account Number section, list the name(s) of the Gabelli fund(s) along with the corresponding account number(s).
4. Proceed to Account Options. Select the checkbox to start an Automatic Investment Plan if you wish to invest regularly. Specify the Gabelli fund name, account number, and monthly amount, which must be a minimum of $100. Indicate the withdrawal date for your investment from the checking account.
5. Check the option for Periodic Telephone/Internet Purchases if you would like to make transactions via telephone or internet. Note that these transactions must occur before 4:00 PM EST.
6. Indicate whether you prefer all Dividend and Capital Gain Distributions to be paid in cash and sent to your checking account by checking the appropriate box.
7. If necessary, check the box to update your banking information while ensuring that a new voided check is attached.
8. In the Bank Information section, attach a voided check to authorize the listed services.
9. Finally, read and sign the designated area, including dates for the primary owner and joint owner, if applicable. Ensure that the required Medallion Guaranteed or Signature Validation Program stamp is obtained.
10. Once all sections are completed, choose to save changes, download, print, or share the form as needed.

Complete your Gabelli Funds Forms online today to ensure your financial decisions are executed smoothly.