Change of Account Information Form

Description of Form

Complete a Sit Change of Account Information Form to request changes to the registration or beneficiary designation on a non-IRA account.

Shareholders Should Use This Form To:

Add/remove owners from their Sit accounts
Add/remove beneficiaries from their Sit accounts
Change ownership from individual/joint status to a trust or vice versa on their Sit accounts
Add/remove trustees from their Sit accounts
Remove deceased owners/trustees from their Sit accounts
Change registration of an account from an UTMA/UGMA custodial account to an individual account for the minor
Update address
Update marital status
Name change
Statement recipients (add/change)

Other Information

A Medallion Signature Guarantee is required for changes in ownership and beneficiary designation on Sit accounts.

An Affidavit of Domicile is required for a deceased owner or trustee (if that trustee’s social security number was used for the trust).

Trust accounts must include a copy of the title and signature pages of the trust.

Note: This form is to only be used by non-IRA shareholders. To change information on a IRA account, please use the IRA Change of Account Information form.

PDF File

pdf-icon_64 Sit Change of Account Information Form

Carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. The prospectus contains this and other important Fund information and may be obtained by calling Sit Mutual Funds at 1-800-332-5580 or by downloading them from the Documents page. Read the prospectus carefully before investing. Investment return and principal value of an investment will fluctuate so that an investor’s shares when redeemed may be worth more or less than their original cost.

The content herein is for informational purposes only without regard to any particular user’s investment objectives, risk tolerances or financial situation and does not constitute investment advice, nor should it be considered a solicitation or offering to sell securities or an interest in any fund.

Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors, and readers should not rely on this publication as their sole source of investment information.