A BNY MELLON COMPANY

Accounts & Services

Shareholder Services Form Instructions

In order to add or change any of the privileges on your account; please complete the Shareholder Services Form. Please note the following important instructions:

For business and trust accounts where there are no authorized signer(s)/trustee(s) named in the registration, to add/change authorized signer(s), or if authorized signers/trustees currently on file wish to act independently of one another.

Please be certain to complete Sections 1, 2, 3 and 8 with the signature(s) of all authorized signer(s).


For updates to:

  • Dividend and capital gain distribution options - please complete Section 4.
  • Checkwriting options - please complete Section 5.
  • Dreyfus-Automatic Asset Builder® - please complete Section 6.
  • Teleservice privileges - please complete Section 7.


A Medallion Signature Guarantee* will be required in Section 9 if you are requesting any of the following:

  • Sending dividends or dividends and capital gains by ACH to your bank. A Medallion Signature Guarantee is not required when the Dreyfus account is an individual account and the bank account is registered identically to the Dreyfus account.
  • Adding or updating bank information for Teletransfer/Wire Redemption/Telephone Redemption. A Medallion Signature Guarantee is not required if you are adding bank information to an individual Dreyfus account and your bank account is registered identically to the Dreyfus account.
  • Adding or updating Checkwriting for joint accounts and only one signature will be required on checks.

The Multi-Purpose Certification Form must also be completed. Please note the following important instructions:

  • Complete Sections 1 and 2 for all registration types;
  • Complete Section 3 for corporate accounts or incorporated associations and obtain a Medallion Signature Guarantee1 or a Corporate Seal.
  • Complete Section 4 for trust accounts, partnerships, estates and other entities and obtain a Medallion Signature Guarantee.1

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.

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.

 

1. 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.