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DREYFUS 403(b)(7) DISTRIBUTION/TRANSFER REQUEST FORM 1. Employee/Participant Information Name of Employee SSN Employee Address City State Zip Phone # Group # (if applicable) 2. Beneficiary Information

How to fill out dreyfus distributiontransfer request form

How to Fill Out the Dreyfus Distribution Transfer Request Form:

1. Obtain the form: The Dreyfus Distribution Transfer Request Form can usually be found on the website of Dreyfus or your financial institution. You may also request it from the customer service department.
2. Fill in personal information: Provide your personal information such as your full name, address, social security number, and contact details in the designated fields. This information helps to identify your account and ensure accurate processing.
3. Specify the transfer details: Indicate the specific details of the distribution transfer you wish to make. This includes the amount to be transferred, the source account from which the funds will be withdrawn, and the target account to which the funds will be deposited.
4. Review and sign: Carefully review all the information you have entered on the form to ensure its accuracy. Once you are confident that everything is correct, sign and date the form as required.
5. Submit the form: Submit the completed Dreyfus Distribution Transfer Request Form to your financial advisor, bank, or the appropriate address provided by Dreyfus. It is advisable to retain a copy of the form for your records.

Who Needs the Dreyfus Distribution Transfer Request Form:

1. Investors with Dreyfus accounts: Individuals who have investment accounts with Dreyfus or hold mutual fund assets managed by Dreyfus may require this form to initiate a distribution transfer.
2. Those who want to move funds between accounts: If you have funds in one Dreyfus account and wish to transfer them to another account within the same institution, the Dreyfus Distribution Transfer Request Form will be necessary.
3. Investors seeking to consolidate assets: Those who want to combine or consolidate their investment assets held across different Dreyfus accounts may need to complete this form to effect the transfer.
4. Individuals changing investment objectives: If you wish to reallocate your investments or change your investment objectives within Dreyfus, this form can facilitate the transfer of funds accordingly.

Please note that the specific requirements for using the Dreyfus Distribution Transfer Request Form may differ based on your financial institution's policies and guidelines. It is always recommended to consult with your financial advisor or contact Dreyfus directly for any further clarification or assistance.

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