Get Account Change Form - Tributary Funds

This guide provides clear instructions on how to accurately complete the Account Change Form for Tributary Funds online. Follow these steps to ensure that your account changes are processed smoothly and efficiently.

Follow the steps to fill out the Account Change Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Clearly print the current account registration information as it appears on your shareholder account. Complete the fields for names as listed on the account, name of the fund, and account number.
3. In the section for changing your address, provide your new street address, city, state, and zip code. Include your daytime and evening phone numbers.
4. In the dividend income and capital gains section, select one distribution choice by checking only one box — whether to reinvest all dividends, pay dividends in cash, or a combination of both. Then, specify your payment method by selecting either wire or ACH transfer.
5. For the cost basis section, select your preferred method from the options provided, such as average cost, first-in first-out, or last-in first-out. Ensure you understand how these methods will affect your tax reporting.
6. Complete section 6 for bank and wire instructions. Choose the appropriate method of payment and provide detailed bank information, including the bank name, account number, and routing number. Attach a voided check only if you're using wire transfer.
7. If you wish to set up an auto invest plan, check the box and indicate the amount and frequency of the investment, specifying a minimum of $50.
8. If you are setting up an auto withdrawal plan, complete the details for the amount and frequency of withdrawals, noting that withdrawals are only processed on the 20th of each month.
9. In the interested party mailing section, provide the names and addresses of anyone you authorise to receive statements.
10. Sign the shareholder agreement at the end of the form. Ensure that each required signature is completed and include the date. If necessary, obtain a signature guarantee.
11. Once all sections of the form are completed, save your changes, then download or print the form as needed for submission.

Take the next step in managing your investments by completing your documents online today.