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