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This form is utilized by shareowners to change their financial advisor or broker/dealer associated with their account. It includes sections for shareowner information, new dealer information, and authorization signatures required to process the change.
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How to fill out shareowner change of dealer

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How to fill out shareowner change of dealer

01
Obtain the shareowner change of dealer form from your brokerage or the appropriate financial institution.
02
Fill in your personal details, including your full name, address, and contact information.
03
Provide your account number associated with the shares you wish to transfer.
04
Indicate the current dealer's details, including their name and address.
05
Fill in the new dealer’s information where you want to transfer the shares.
06
Sign and date the form, confirming your request for the change.
07
Submit the completed form to your current dealer and/or the new dealer as instructed.

Who needs shareowner change of dealer?

01
Shareholders who wish to transfer their shares from one dealer to another dealer.
02
Individuals who have changed their investment strategies and require a different dealer.
03
Investors looking to consolidate their accounts under a single brokerage.
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A shareowner change of dealer refers to the process of reporting a change in the entity or individual that holds and manages the shares on behalf of the shareholder.
Typically, the entity or individual responsible for reporting and managing the shares must file the shareowner change of dealer.
To fill out a shareowner change of dealer, one must complete the designated form with accurate details about the previous and new dealer, shareholder information, and any additional required documentation.
The purpose of shareowner change of dealer is to ensure that the necessary details regarding the management of shares are officially recorded and updated to maintain accurate shareholder records.
The information that must be reported includes the names and addresses of the previous and new dealers, the number of shares involved, and any pertinent identification numbers.
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change of dealer broker dealer shareowner form financial advisor investment account account management shareowner information Selected Funds financial intermediary Davis Distributors

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