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This document serves as a request to authorize the Buffalo Funds to automatically exchange shares from one account to another within the Buffalo Funds family, subject to certain conditions and authorizations.
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How to fill out buffalo funds authorization for

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How to fill out Buffalo Funds Authorization for Automatic Exchange

01
Obtain the Buffalo Funds Authorization for Automatic Exchange form from the Buffalo Funds website or your financial advisor.
02
Fill in your personal information, including your name, address, and account number.
03
Specify the funds you wish to exchange from and to in the relevant sections of the form.
04
Indicate the amount or percentage you want to exchange on a regular basis.
05
Review the terms and conditions associated with the automatic exchange feature.
06
Sign and date the form to confirm your request.
07
Submit the completed form to Buffalo Funds via mail, fax, or online submission as directed.

Who needs Buffalo Funds Authorization for Automatic Exchange?

01
Investors who hold accounts with Buffalo Funds and wish to automate their fund exchange process.
02
Individuals looking to regularly move investments between different Buffalo Funds for portfolio management.
03
Financial advisors managing client accounts that require regular fund exchanges for strategic investment purposes.
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If you need to give trade instructions regarding your Buffalo Funds account, click here to log in to your account or call (800) 492-8332.
ABOUT BUFFALO FUNDS. The Buffalo Funds were founded in 1994 by Kornitzer Capital Management, Inc., an independent, privately-owned boutique manager located in America's heartland. Like our namesake, the buffalo, we are steady, strong, and proud.

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Buffalo Funds Authorization for Automatic Exchange is a form that allows investors to automatically exchange shares from one Buffalo fund to another, facilitating easier management of investment portfolios.
Any investor or account holder who wishes to initiate automatic exchanges between Buffalo Funds is required to file the Authorization for Automatic Exchange.
To fill out the form, investors need to provide their account information, specify the funds for exchange, indicate the frequency of exchanges, and sign the form to authorize the requests.
The purpose is to streamline the process of changing investments among Buffalo Funds without the need for individual transaction requests, promoting efficiency for investors.
The form must report account holder's name, account number, details of the funds being exchanged, the amount or percentage of shares to be exchanged, and the frequency of the exchanges.
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