Update Mailing Address & Phone Number

How to Update

1. Log In with your User Name and Password.
2. Select My Profile.
3. Select Mailing Address & Phone Number.
4. Make the appropriate changes, then select the Submit button.

* Not available for all accounts. For details, refer to the section below.

What You Need to Know

Mailing address and phone number updates are not available online for the following:

• Shareholders with a non-U.S. mailing address
• Shareholders with more than one address of record for their Tax Identification number (Social Security or Employer Identification number)
• Contact us to change the mailing address and phone number for these accounts

Online mailing address changes are available online, call for phone number updates:

• Business accounts (contact us to update the phone number for business accounts)

Which accounts are eligible for online address and phone number changes?

• Personal mutual fund accounts, including IRAs, custodial accounts, and trust accounts.
• Workplace Retirement Plan Accounts, such as 403(b), 457(b), SEP IRA, SIMPLE IRA and SARSEP (address changes only).
• Note: If you have eligible and ineligible accounts, you can only change the address and phone number for the eligible accounts online. Contact us to change the address and phone number for the ineligible accounts.

Temporary Holds

• An address change results in a 7 calendar day hold, during which time online¹ redemptions by check are not allowed.
• A redemption by check request results in a 7 calendar day hold, during which time online¹ address changes are not allowed.

¹ May be available during the holding period by calling one of our Investment Consultants.