A BNY MELLON COMPANY

Accounts & Services

IRA Shareholder Services Form Instructions

In order to add or change any of the following privileges on your account: Checkwriting, Automatic Asset Builder® , TeleTransfer, Wire Redemption and Auto Exchange, please complete the IRA Shareholder Services Form Please note the following important instructions:

  • Complete Section 1 with the current account information;
  • Complete Section 2 if you are adding or changing the Automatic Asset Builder® Privilege;
    • Select the Dreyfus Mutual Fund, the desired date and indicate the dollar amount you would like to invest;
      • Attach a pre-printed voided check from your bank account (bank account owner's name(s) must be pre-printed on the check); and
  • Complete Section 3 if you are updating the Dividend Option. Please be certain to complete the section for Federal Income Tax witholding, if applicable.
    • The Dividend Option privilege allows dividends and capital gains reinvested, sent via check to the address of record, sent to a designated bank via ACH (Automated Clearing House), or swept into an identically registered IRA.
  • Complete Section 4 if you are adding the Checkwriting Privilege to your Traditional IRA;
    • This account owner must be age 59 ½ or over to qualify for this service.
    • The Checkwriting Privilege is not available to participants registered with a foreign address.
  • Complete Section 5 if you are adding or changing any of the TeleTransfer, Wire Redemption or Auto Exchange Privileges; and
    • Attach a pre-printed voided check from your bank account (bank account owner’s name(s) must be pre-printed on the check).
  • Complete Section 6 as the registered owner. A Medallion Signature Guarantee* will be required if you are changing banking information for your IRA, and the bank account is not registered to you.

Please mail the completed form to:
For registered/certified mail please mail to:
Dreyfus Shareholder Services
P.O. Box 9879
Providence, RI 02940-8079
Dreyfus Shareholder Services
4400 Computer Drive
Westborough, MA 01581

Upon receipt of the completed form in proper order, we will process your request.

At Dreyfus, we appreciate the opportunity to assist you with your financial needs. If you have any further questions, please contact us.

IRA Dreyfus Shareholder Services Form

Download a prospectus for more complete information on any Dreyfus fund, including management fees, charges, expenses, and share classes, as applicable. Please read it carefully before you invest.

*The Transfer Agent has adopted standards and procedures pursuant to which Medallion Signature Guarantees in proper form generally will be accepted from domestic banks, brokers, dealers, credit unions, national securities exchanges, registered securities associations, clearing agencies and savings associations participating in the New York Stock Exchange Medallion Signature Program (MSP), the Securities Transfer Agents Medallion Program (STAMP) and the Stock Exchanges Medallion Program (SEMP).  Notarization by a notary public is not an acceptable guarantee.