Notify us in writing or call to change your address. For your protection, we do require that all requests to redeem shares made within 30 days of our receipt of your address change be accompanied by a signature guarantee.

If you would like to change the distribution option on your account, we require that you send us written instructions. Such instructions must be received at least seven business days prior to the distribution date.

To change the beneficiary designation on your retirement account, you must complete a Change of Beneficiary Form and return the form to our office. Change of Beneficiary Forms can be accessed under “Forms.”

If you wish to wire funds to your account, please use the following instructions. Please note, we must have receipt of the wire transfer by 4:00 p.m. Eastern Standard Time in order for the purchase to be made that same business day.

US Bank ABA #042 000 013  Credit account #821601499 Fund investment for: (your name and account number and Fund name)