Get Account Transfer Form - Goldman Sachs Asset Management

Completing the Account Transfer Form for Goldman Sachs Asset Management is a straightforward process. This guide provides clear, step-by-step instructions to assist you in transferring or gifting your investments with confidence.

Follow the steps to successfully complete your online form.

1. Click ‘Get Form’ button to obtain the form and open it for completion.
2. Fill in the Investor Information section. Include your first name, middle initial, last name, date of birth, social security number, street address, apartment number, city, state, and daytime phone number.
3. In the Transfer Instructions section, provide the details for the transfer. Include the fund name, fund number, account number, type of transfer (dollars, percent, or shares), and the amount, ensuring you meet the $50.00 minimum per fund.
4. Complete the New Owner Information by indicating whether the recipient is establishing a new account or has an existing account. If they have an existing account, ensure it is in the same fund and share class.
5. Specify the reason for the transfer in the Reason for Transfer section. Choose from options such as re-registration, inheritance, or gift, and provide any necessary dates and values.
6. In the Cost Basis Information and Options section, select the applicable cost basis method for your account, and fill in details for any shares to be transferred, ensuring compliance with tax regulations.
7. Both authorized owners of the account must sign in the Signature section, and indicate their title if acting in a special capacity. Make sure to date the signatures as well.
8. In the Medallion Guarantee section, obtain a guarantee from an eligible institution and affix it where indicated.
9. Finally, mail the completed form using the provided return instructions for regular or overnight mail. Ensure you keep a copy for your records.

Complete your Account Transfer Form online today to ensure a smooth and efficient transfer of your investments.