Update or change account information
Fax Instructions
The above forms are accepted by fax at
803-217-7389.
All account owners must sign the following requests - no exceptions:
- Address Change
- Optional Request Form
Signatures of all account owners are not required for the following requests:
- Notification that a shareholder is deceased - send a copy of the death certificate or court appointment
- Request for general information or forms
If you do not see the form you need, have questions about which form to use, or would like copies of the forms mailed to you, please contact Shareholder Services toll-free at 1-800-763-5891 or 803-217-7817.
