Use the Shareholder Options Form to update the following information on your Artisan Funds account:
- Change your Mailing Address
- Change your Distribution Options
- Add Telephone Redemption privilege
- Add Telephone Purchase privilege
- Add a Systematic Withdrawal Plan
- Add an Automatic Investment Plan
- Change your bank or bank account information
Mail the completed form to appropriate address below:
For regular mail delivery:
Artisan Funds
c/o Boston Financial
PO Box 8412
Boston, MA 02266-8412
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For overnight delivery:
Artisan Funds
c/o Boston Financial
30 Dan Road
Canton, MA 02021-2809
800.344.1770
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Please note: some account changes may require signature guarantees. To protect you and your Fund from fraud, some redemption requests and account changes must be submitted in writing and include a signature guarantee.
A signature guarantee is a stamp that guarantees that, at the time a signature is made, the signature is genuine and the signer has the legal capacity to sign. You should be able to obtain a signature guarantee from a bank, broker-dealer, securities exchange or association, clearing agency, savings association or credit union if authorized under state law.
A notary public cannot provide a signature guarantee.
Each owner's signature must be guaranteed separately. For example, a joint account with two owners would require two signature guarantees. The following redemption requests and account changes must be submitted in writing and include a signature guarantee for each account owner:
- If you wish to redeem more than $25,000.
- If you change your name or add/remove an owner on your account.
- If you add/change the beneficiary to whom your account will be transferred upon your death.
- If you ask that a check be mailed to an address other than the one on your account.
- If you ask that a check be made payable to someone other than the account owner.
- If you add the telephone redemption option to your existing account.
- If you add/change the U.S. bank account to which the proceeds of any redemption are to be paid by wire or EFT.
- If you transfer the ownership of your account.
- If you wish to redeem shares and have changed the address on your account by phone or through www.artisanfunds.com within the last 60 days.