Get Name Change Form - Hennessy Funds

Changing your name on financial documents is an important process that requires precise attention to detail. This guide will walk you through the steps to complete the Name Change Form for Hennessy Funds online, ensuring that you understand each component and requirement needed.

Follow the steps to successfully complete your name change form

1. Press the ‘Get Form’ button to access the Name Change Form and open it in the editor.
2. Begin with Section 1: Current Account Information. Enter your former name as it appears on your account registration, followed by your permanent street address, city, state, zip code, and daytime telephone number. If your mailing address is different, include it along with the corresponding city, state, zip, and daytime telephone number.
3. In Section 2: Updated Account Information, enter your new name exactly as you would like it on your account(s), followed by your new permanent street address, city, state, zip code, daytime telephone number, and if applicable, the mailing address.
4. Proceed to Section 3: Signatures. Sign the form with both your former name and new name, along with the date of signing.
5. If you selected the option indicating that you were unable to provide legal documentation, navigate to Section 4: Signature Guarantee. Obtain a signature guarantee stamp from an authorized institution and enter the date.
6. Once all sections are completed and verified, ensure to save your changes, download the completed form, print it, or share it as needed.

Take the necessary steps towards completing your documents online with confidence.