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What is Address Change Form

The Change of Address Authorization Form is a document used by account holders to update their mailing and residential addresses for Dreyfus accounts.

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Who needs Address Change Form?

Explore how professionals across industries use pdfFiller.

Address Change Form is needed by:

Dreyfus account owners needing to update contact information
Joint account holders managing shared accounts
Individuals relocating requiring address changes for investment accounts
Business entities with Dreyfus accounts updating their business addresses
Financial professionals assisting clients with address changes
Parents updating address information for custodial accounts

How to fill out the Address Change Form

1.

Access the Change of Address Authorization Form by visiting pdfFiller and searching for the form by name.
2.

Once you find the form, click to open it in the editor interface provided by pdfFiller.
3.

Before filling out the form, gather all necessary information including old and new addresses, account numbers, and fund names that are relevant.
4.

Start by filling in the requested fields. Input your old mailing address and new address accurately to avoid processing errors.
5.

Next, list each account number associated with the addresses being changed in the designated section.
6.

Ensure you provide all required signatures, as both Account Owners need to sign where indicated. Use pdfFiller's signature feature for digital signing.
7.

After filling out the form, take a moment to review all entered information to ensure its accuracy and completeness.
8.

Use pdfFiller's preview feature to see how the finished document will look before final submission.
9.

Finally, save your progress and download the completed form, or choose to submit it directly through pdfFiller as directed in the instructions.

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Who must sign the Change of Address Authorization Form?

Both the Account Owner and Joint Owner are required to sign the Change of Address Authorization Form. Ensure both signatures are present to avoid delays in processing the address change.

Is a Medallion Signature Guarantee required?

Yes, a Medallion Signature Guarantee is needed for the signatures on this form. This guarantees the authenticity of the signatures and protects against unauthorized changes.

What information is necessary to fill out the form?

Before starting, you need your old mailing address, new mailing address, account numbers, and fund names associated with your Dreyfus accounts to accurately complete the Change of Address Authorization Form.

Can I submit the form electronically?

Yes, once completed in pdfFiller, you can submit the Change of Address Authorization Form electronically if the platform supports it. Ensure all signatures are included before submitting.

How do I review the completed form?

After filling in the Change of Address Authorization Form on pdfFiller, use the preview feature to carefully review each section for accuracy and completeness before final submission.

What should I do if I make a mistake on the form?

If you make a mistake while filling out the form in pdfFiller, you can easily correct it by navigating back to the field, making the required changes, and saving the updated information.

Are there any deadlines for submitting the Change of Address Authorization Form?

While there are no specific deadlines stated, it is advisable to submit the Change of Address Authorization Form as soon as possible to ensure timely updates occur with your account information.