Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your current account information in Section 1. This includes providing the Fund Name and Account Number, as well as the names of the owner and any joint owners, custodians, or trustees involved.
3. In Section 2, specify how you would like to register your new account. You can choose to transfer all shares or a specified number of shares or dollar amount. Ensure that the names listed are identical to those in the Account Application, which must accompany this form.
4. If applicable, complete Section 2A for transfers processed as a gift or due to death. Specify the reason and include relevant details.
5. In Section 2B, specify the Cost Basis Information for your transferred shares, selecting from the various cost basis methods available.
6. Proceed to Section 3 and ensure that all current owners, executors, or surviving tenants sign, obtaining a Medallion Signature Guarantee in Section 4.
7. Complete all required mailing instructions and ensure to enclose any necessary documentation, such as additional forms or share certificates.
8. Review all information for accuracy, then save changes, download, print, or share the form as needed before submission.

Get started with your Change Of Registration Authorization Form - Dreyfus online today!