Open End Mutual Fund Account Maintenance
- Address
Shareholders with military or non-U.S. addresses should
contact us for assistance with address changes. Some account
registrations are not eligible for online address changes.
- Automatic Investment Plan (AIP)
Select an account, then "Account Options"
to view your current plan, start a new plan, stop your
plan, or make changes to the draft date, amount, or
frequency of your AIP.
- Distribution Options
Select an account, then "Account Options" to
view your current distribution options and make changes to
them. You can have your distributions reinvested, paid in
cash by check, or direct deposited to your bank account.
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- Order a Statement*
Select Duplicate Statements to choose the type
of statement you need.
- View or Order a Tax Form*
Select Tax Forms to view forms that were
produced for your account and order a copy.
- Reorder Checks*
Select an account that already has the check
writing option and order another checkbook.
*Not available for 529 plan accounts.
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- Change Your Name
In order to change the name on your account,
you will need to mail us EITHER:
-A signature guaranteed letter indicating your new legal
name signed with the statement "one and the same" bearing
the signature of the name as it currently appears on your
account and your new legal name -OR-
-A letter indicating your new legal name signed with the
statement "one and the same" bearing the signature of the
name as it currently appears in the account registration
AND your new legal name AND a certified (within 120 days)
copy of the court documents legally granting your name
change.
- Update TOD beneficiaries
If your account is registered as a transfer on
death, send a letter indicating each new beneficiary's name,
Social Security number and date of birth. Subject to
Van Kampen's Rules Governing Transfer on Death
Registrations.
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Mailing
Addresses
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