Get Change Of Account Ownership (form-23) - Dws Investments

The Change Of Account Ownership (Form-23) allows users to transfer ownership of shares in a DWS Fund non-retirement account. This guide provides step-by-step instructions for completing the form online, ensuring a smooth transfer process.

Follow the steps to successfully fill out the Change Of Account Ownership form.

1. Click ‘Get Form’ button to download the Change Of Account Ownership (Form-23) for DWS Investments and open it in your preferred editor.
2. Complete the existing account information section by filling in the required fields, which include the DWS Fund Account Number, Existing Owner’s Name(s), Social Security Number or Tax ID, and Daytime Phone Number. If applicable, also provide the Date of Death for any deceased owners.
3. Specify the Transfer Amount(s) by selecting either 'All' or a 'Partial' amount to transfer, and provide the Fund Name, Number, or NASDAQ Symbol along with the share quantities.
4. Fill in the details for the new account owners including their name, Social Security Number, and required identification information.
5. Review and select any optional shareholder privileges such as Automatic Investment Plan, QuickBuy, or Checkwriting features.
6. Complete the signatures section for both existing and new account owners, ensuring the signature guarantee is in place if it is required for transactions over specified amounts.
7. Save your changes, download or print the completed form, and prepare it for submission.

Complete your Change Of Account Ownership documentation online today and ensure a seamless transaction.