Open End Mutual Fund Account Privileges

Establishing Privileges

 

If you move money from a non-retirement account with same class of shares to a retirement account, you are processing what is generally called a "fiduciary exchange", to fund your retirement account. This type of "fiduciary exchange" is processed as a redemption from your non-retirement account and a contribution at the next determined net asset value per share of the fund to your retirement account. This may be a taxable event; contact your tax advisor for more information about taxability.

Fiduciary Exchanges can generally be processed online.  An existing fiduciary account must be already established to process a fiduciary exchange.

Log in to Account Access and select Account Options from an eligible account's detail section to establish or modify these privileges online.

Certain restrictions apply.  Excludes certain account types and the Van Kampen Senior Loan Fund.

Automatic Investment Plan (AIP)

 

Start investing automatically from your bank account.

  • Change the draft amount, date, frequency, or delete a plan online.
  • To start an AIP on a new fund, you need to establish that account first. To do that, initiate a purchase to a new fund or an exchange to a new fund. Once that fund is established, you can start your new AIP online.

Direct Deposit Option for
Distributions*

 

Deposit your dividends and capital gains distribution checks directly into your bank account.

Dividend Diversification*

 

Invest your fund's dividend and capital gain dividend distributions at the next determined net asset value per share of the fund into another existing fund/account of the same share class.

Dividend Reinvestment*

 

Maximize your investing power by having dividend and capital gain dividend distributions reinvested without sales charge. (Unless you instruct us otherwise, we’ll reinvest your dividends automatically—excludes the Van Kampen Senior Loan Fund.)

*Not available for 529 plan accounts or Van Kampen Senior Loan Fund.

FOCUS

By Mail Only

Visit the forms library to download forms to establish these privileges by mail. 
Check Writing*

Write checks for amounts as low as $100 from certain Class A–share, fixed-income funds.
Order additional checks online.*
Log in to Account Access, select your account, then Reorder Checks.

Systematic Withdrawal Plan*

Withdraw cash automatically on a periodic basis.

See prospectus for more details including exclusions and restrictions.



Please consider the investment objectives, risks, charges and expenses of the fund(s) carefully before investing. The prospectus contains this and other information about the fund(s). To obtain a prospectus, contact your financial advisor or download and/or order. Please read the prospectus carefully before investing.

Not FDIC Insured—Offer Not Bank Guaranteed—May Lose Value
Not Insured By Any Federal Government Agency—Not A Deposit

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