Get Dealer Change Authorization Form - Goldman Sachs Asset ...

Filling out the Dealer Change Authorization Form for Goldman Sachs Asset Management is a straightforward process. This guide provides clear, step-by-step instructions to help you successfully complete the form online and make necessary dealer changes to your account.

Follow the steps to complete the Dealer Change Authorization Form online

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. In the 'Investor Information' section, type or print your first name, middle initial, last name, street address, apartment number (if applicable), date of birth, city, state, and zip code. Ensure all details are accurate.
3. Provide your daytime phone number and check the box if you are changing your address of record.
4. In the 'Account Information' section, enter your Social Security Number, fund name, fund number, and account number. You can find the fund number and account number on your account statement. Consider contacting a representative at (800) 526-7384 to confirm that the new dealer is authorized with Goldman Sachs.
5. Fill out the 'New Dealer Information' section with the dealer name, NSCC dealer number, branch address, city, branch number, phone number, representative name, and representative number.
6. In the 'Your Signature' section, sign your name as registered on the account(s), indicate your title if applicable, and enter the date. If there are multiple registered owners, each person must sign individually with their title and date.
7. Review the 'Provisions' section carefully. Make sure you understand that any trades made before the receipt of this form will be credited to the dealer of record at the time of purchase.
8. Ensure that you have signed your name(s) as registered and provided your fund name(s) and account number(s) before proceeding to mail your form.
9. Follow the 'Return Instructions' to mail the form. Faxes are not accepted. Send it to the address listed or use the overnight mail address provided.
10. Finally, save the changes you made, download a copy, print it for your records, or share it as needed.

Complete your Dealer Change Authorization Form online today for a seamless update to your account.