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Account
Changes |
| Changing
a Name on an Account Changing an
Address
Adding or Removing
a Name from Your Account
Transferring
Shares to Someone Else’s Account
Adding or Changing
Automatic Investment
Adding
or Changing Bank Information
Adding Wire Information
Adding Telephone and
Computer Transaction Privileges
Adding Automatic Exchanges
Adding or Removing Systematic
Withdrawals
Changing Distribution Options
Requesting
Distribution(s) from your IRA Account
Ordering More
Checks for Your Money Market Account
Written Instructions
Signature Guarantee
Online Forms:
Distribution Options Form
Automatic Investment Form
Account Options Form
IRA Distribution
Request Form
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As a Westcore investor,
occasionally you will want or need to update or change your account information. Most
changes to your Westcore Account can be made through a form available on this page.
However, some changes require written instructions and signature guarantees. Listed are
details and either form or instructions for different changes to your account.
Name Changes |
| To change your name on your account (due to marriage,
divorce...), please contact us via the
internet or call a Westcore Investor Service Representative at 1-800-392-CORE (2673). |
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Address
Changes |
| To change your address on your account,
you can do so using our online Trans@ction Center. If
you are not currently set up for the Trans@ction Center,
you can create your PIN online and access your accounts
immediately. Go
to the Trans@ction Center now.
Or you can contact us via the internet or call a
Westcore Investor Service Representative at 1-800-392-CORE (2673).
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Adding
or Removing a Name From Your Account |
Adding a Name
If you would like to add a name to your existing account, we require:
Removing a Name
If you would like to remove a name from your account, we require:
If the removal is because of a death:
| Joint
Tenant with Rights of Survivorship: Death of One Tenant |
Tenant
in Common: Death of One Tenant |
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| Joint
Tenant with Rights of Survivorship: Death of All Tenants |
Tenant
in Common: Death of All Tenants |
- written instructions from personal representative of
last decadent
- signature guarantee
- certified death certificate for all tenants
- certified copy of letters testamentary for last decedent
- certified tax waiver for last decedent, if tax waiver state
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It is required by law to transfer the assets to a new
account when removing a name from an account. These types of registration changes may have
tax implications. Please contact your tax adviser. For questions please contact us
via the internet or call
a Westcore Investor Service Representative at 1-800-392-CORE
(2673). Return to
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Transferring Shares to Someone Else’s Account |
| If the
shares are being transferred to an existing account, we require: |
If the
shares are being transferred to a new account, we require: |
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signed by all
account owners
signature guarantee
New Account Application for new party
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Adding Automatic Investment
To add automatic investment to your account, complete the Automatic
Investment Form. Adding automatic investments requires bank information to be set up
on your account, a signature guarantee,
and
a voided check.Changing Automatic Investment
You can change your automatic investment by contacting us via the internet,
calling a Westcore Investor Service Representative at 1-800-392-CORE
(2673), or completing the Automatic Investment
Form. Please allow three business days from the time you contact us until the change
is to take effect. |
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| To add or change bank information on your account,
complete Sections 1, 4,5, 9, and 10 of the Account Options Form.
Adding bank information requires a signature
guarantee and a voided check. |
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Adding
Wire Information |
| To add wire information to your account, complete Sections
1, 5, 9, and 10 of the Account Options Form. Adding wire
information requires a signature guarantee
and a voided check. |
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Telephone and Computer Transaction Privileges |
| To add telephone and/or computer transaction privileges to
your account, complete Sections 1, 3, 5, 9, and 10 of the Account
Options Form. Adding telephone and/or computer transaction privileges with redemption
capabilities requires bank
information to be set up on your account, a signature guarantee,
and a voided check. |
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Automatic
Exchanges |
| To add automatic exchanges to your account, complete
Sections 1 and 8 of the Account Options Form. |
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Systematic
Withdrawals |
| To add systematic withdrawals to your account, complete
Sections 1, 7, 9, and 10 of the Account Options Form. Adding
systematic withdrawals requires a signature
guarantee and a voided check. |
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| To change your income and capital gains options on your account,
complete the Distributions Options Form. |
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| To request a IRA distribution from your
existing Westcore IRA account, complete the IRA
Distribution Request Form. |
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Ordering More Checks for Your Money Market |
| To order more checks for your BlackRock Money Market
Portfolio, please contact us via
the internet or call us at 1-800-392-CORE (2673) to
place your order through the Westcore Automated Service Line
or with a Westcore Investor Service Representative. Please inform us of the new check
number, and allow one to two weeks for delivery. |
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Written
Instructions |
To process your written
instructions without delays, please make sure you send
your request to Westcore Funds, P.O. Box 44323, Denver,
CO 80201-4323 and include the following information:
- name of the Fund(s)
- account number(s)
- amount of money or number of shares (if applicable)
- name(s) on the account
- signature(s) of all registered account owners (signature guaranteed, if applicable)
- daytime telephone number
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Signature
Guarantee |
| When you make account changes, in some instances we may
require a signature guarantee. A signature guarantee assures that a signature is genuine,
and it protects shareholders from unauthorized transfers. A signature guarantee is not the
same as a notarized signature. You can obtain a signature guarantee from a bank or trust
company, credit union, broker, dealer, securities exchange or association, or clearing
agency or savings association. The guarantee must be an ink stamp or medallion that
states "Signature(s) Guaranteed" and must be signed in the name of the guarantor
by an authorized person with that person’s title and the date. We may reject a
signature guarantee if the guarantor is not a member of or participant in a signature
guarantee program. Call your financial institution to see if they have the ability to
guarantee a signature.
Shareholders living abroad may acknowledge their signatures at an overseas branch of a
U.S. bank, member firm of a stock exchange or any foreign bank having a branch office in
the U.S.
To protect your accounts from fraud, the following transactions will require a
signature guarantee:
- transferring ownership of an account
- redeeming more than $25,000 from your account
- redeeming by check payable to someone other than the account
owner(s)
- redeeming by check mailed to an address other than the address of record
- redeeming by check mailed to an address which has been changed within the last 30 days of
the redemption request without a signature guarantee
Westcore reserves the right to waive these
rules at any time.
An investor should consider
investment objectives, risks, charges and expenses of
the Fund(s) carefully before investing. Click here for
a prospectus,
which contains this and other important information.
Please read the prospectus carefully before investing.
Westcore Funds are
distributed by ALPS Distributors, Inc.
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