Get Dreyfus Family Of Funds Account Application

This guide provides comprehensive steps for users to successfully complete the Dreyfus Family Of Funds ACCOUNT APPLICATION online. By following this user-friendly approach, individuals can navigate through the form with confidence and clarity.

Follow the steps to complete the application process effectively.

1. Click the ‘Get Form’ button to obtain the Dreyfus Family Of Funds ACCOUNT APPLICATION and open it in your editing interface.
2. Identify your account registration type: Individual, Joint, Gifts or Transfers to Minors, Trust, Corporation, or Partnership. Complete the required sections based on your choice.
3. In the Owner/Custodian section, enter the full legal name, Social Security number, date of birth, and citizenship status.
4. Provide the mailing address, permanent residential address (if different), and an email address for the Owner/Custodian.
5. Fill in the employment status, occupation, and source of income if applicable for the Owner and Joint Owner.
6. Indicate if you want to designate a Transfer on Death (TOD) beneficiary and provide the required information.
7. Specify the Fund(s) for your investment including the class of shares and the dollar amount you wish to invest.
8. Decide on dividend and capital gains distribution options, selecting from the available choices.
9. Review all provided information for accuracy before saving changes or submitting the form.
10. Once completed, save the changes, download, print, or share the form as needed.

Complete your Dreyfus Family Of Funds ACCOUNT APPLICATION online today for a seamless investment experience.