Follow the steps to complete your Request For Change Of Registration

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Identify the reason for the transfer of ownership. You need to check the appropriate box based on your situation, such as due to death of an account owner or reregistering to a trust.
3. In the 'Current Account Registration' section, print the name of the current account owner, their Social Security or taxpayer ID number, and any joint owners or custodians.
4. If you need to update the address for receiving tax forms and statements, fill out the new U.S. residential and mailing address fields.
5. In the 'Transfer From' section, indicate whether you want to transfer the full balance or only a portion of the shares, and list the current fund and account numbers.
6. Specify where to transfer the assets in the 'Transfer To' section by providing the name of the entity and whether it's a new or existing account.
7. All signatures must be Medallion Guaranteed. Sign in the provided section and print your name and the date.
8. If applicable, complete and attach Supplement A or B for additional requirements based on the nature of the transfer.
9. Review the completed form to ensure all fields are correctly filled out and all necessary documents are included before mailing.
10. After ensuring everything is complete, save changes to the form, download a copy for your records, and proceed to print or share it as needed.

Start the process of filling out your Request For Change Of Registration online today!