Maintenance Forms

Please click here to be directed to the following account maintenance forms.

  • Address Change Request Form
  • Electronic Delivery Instructions
  • FAFI Account Maintenance Form
  • Distribution Reinvestment Plan Form
  • Change of Distribution Election Form
  • Repurchase Request Form
  • Certification Regarding Exigent Circumstances for Repurchase
  • Certification of Trust for Repurchase
  • Change of Transfer on Death (TOD) Beneficiary Form
  • Transfer Form - US General
  • Transfer Form - US Deceased
  • Transfer Form - Non US General
  • Transfer Form - Non US Deceased
  • W-8BEN - Certificate of Foreign Status of Beneficial Owner
  • W-8BEN - Certificate of Status of Beneficial Owner for US Tax Withholding & Reporting (Entities)
  • W-9 - Request for Taxpayer Identification & Certification