Get Participant Name Change Form - Dreyfus

This guide provides a clear and supportive walkthrough for completing the Participant Name Change Form for Dreyfus retirement accounts online. Follow these steps to ensure your name change is processed smoothly.

Follow the steps to complete the form accurately.

1. To obtain the form, click the ‘Get Form’ button to access the document in your online editor.
2. Fill in the employer name and plan type related to your retirement plan account at the top of the form, ensuring accuracy.
3. In the Participant Information section, provide your current registration details exactly as they appear in your Dreyfus account, including participant name, address, city, state, zip code, telephone number, and taxpayer identification number.
4. List all Dreyfus accounts registered under the specified plan type, including the name of the mutual fund and corresponding account numbers. Remember that a new account number will not be assigned.
5. In the Certification section, print your former name and new name clearly, certifying that both names refer to the same individual.
6. Complete the Taxpayer Identification Number Certification section by confirming your correct Taxpayer Identification Number and other necessary information, making sure to strike out item [2] if applicable.
7. Sign the form using both your former signature and your new signature, ensuring that the former signature is guaranteed as required.
8. If applicable, have your employer sign the form. Note that their signature does not require a guarantee.
9. Finally, provide the Medallion Signature Guarantee in the designated section, ensuring it meets the standards set forth by the Transfer Agent.
10. Once all sections are completed, save your changes, and you may download, print, or share the form as required.

Prepare your documents online today to ensure a seamless name change process.