Get Account Options Change Form

Filling out the Account Options Change Form online can streamline the process of making updates to your existing AllianceBernstein account. This guide provides clear, step-by-step instructions on how to successfully complete the form, ensuring that your changes are processed smoothly and efficiently.

Follow the steps to fill out your form accurately.

1. Click the ‘Get Form’ button to obtain the form and open it in an online editor.
2. Identify the 'Account Changes' section. Here, you will need to list the account(s) you want to update. Ensure that you provide accurate account numbers and names.
3. In the 'Telephone Transactions via EFT' section, indicate whether you want to allow transactions between your fund account and your bank account via telephone.
4. Move to the 'Address Changes' section. Complete this area if there has been a change in your mailing address for the accounts listed.
5. In the 'Distribution Option Changes' section, specify how you want your distributions handled. You can choose to reinvest distributions or receive them in cash. Make sure to fill out the necessary account numbers.
6. Complete the 'Bank Information' section only if you are using transactions that involve your bank account. Include a pre-printed, voided check or deposit slip associated with the bank account you wish to use.
7. Select your 'Cost Basis Accounting Method' in the designated section, making sure you review the options available to determine the best approach for your taxes.
8. In the 'Your Shareholder Options' section, indicate any automatic investment plans, systematic withdrawal plans, or third-party payment details, ensuring that you have provided all necessary additional information.
9. Review the 'Shareholder Authorization' section to confirm that all account owners have signed it. This is a required step to validate your requests.
10. Once you have completed all sections, save your changes, download a copy, or print the form for your records. You can also share it as needed.

Complete your Account Options Change Form online today to ensure your requests are processed quickly and accurately.