Pioneer Investments: Account Maintenance


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Account Maintenance

Changing information on your account can be as easy as picking up the telephone, sending us a note in the mail or faxing us your instructions. Use the information presented here as a general guide. Your circumstances may vary; talk to your investment professional, or call one of our Customer Service Representatives at 1-800-225-6292 between 8:00 a.m and 7:00 p.m Eastern Time Monday - Friday.

Just click below to view instructions for:

To update information about your investment professional, call one of our Customer Service Representatives at 1-800-225-6292 .

For your protection, we will send you confirmation of changes made to your account. You should not send any personal or account information via electronic mail.


Change Your Address or Phone Number

Online

Log in for online account access, and you can manage your accounts and change your address of record. Shareowners, log in here, click View My Accounts, and see the "Change Address" link on the left side.

By Mail

Complete the Change of Address Request Form and send to Pioneer Investment Management Shareholder Services, Inc., P.O. Box 55014, Boston, MA 02205-5014.

By Fax

Complete the Change of Address Request Form and fax to 1-800-225-4240.

Changing Your Address or Telephone Number By Telephone

Call a Customer Service Representative at 1-800-225-6292. Have your 14-digit Pioneer account number and the last 4 digits of your social security number available so we can easily identify your account.


Change Your Name

Requests to change a name must be made in writing.

To change a name on your account due to marriage, divorce or any similar reason, complete the Name Change Request Form and the Signature Validation Program Stamp, and mail them to Pioneer Investment Management Shareholder Services, Inc., P.O. Box 55014, Boston, MA 02205-5014.

If you need additional information, please call one of our Customer Service Representatives at 1-800-225-6292.


Correcting a Tax Identification Number

  • To change a tax identification number entirely, you must request the change in writing, sign your letter and mail it to Pioneer.

By Mail

Send a completed Form W-9 (certifying your tax identification number) to Pioneer Investment Management Shareholder Services, Inc., Box 55014, Boston, MA 02205-5014. Be sure to include your 14-digit Pioneer account number, social security number and phone number. To request a Form W-9 contact your investment professional, or call us at 1-800-225-6292.

  • If the tax identification number on your account statement or transaction confirmation is incorrect due to a typographical error, you may request the change by either of the following methods.

By Telephone

Call a Customer Service representative at 1-800-225-6292. Have your 14-digit Pioneer account number and correct tax identification number available so we can easily identify your account.

By Fax

Send your request to 1-800-225-4240. Be sure to include your 14-digit Pioneer account number, tax identification number and phone number.


Changing Your Bank Information

Click below to learn more about updating your:


Changing Your Distribution Options

Online

Log in for online account access, and you can manage your accounts and change your distribution options. Shareowners, log in here, click View My Accounts, and see the "Distribution Options" link on the left side.

By Telephone

Call a Customer Service Representative at 1-800-225-6292. Have your 14-digit Pioneer account number and the last 4 digits of your social security number available so we can easily identify your account.

By Mail

Send a note detailing the change to Pioneer Investment Management Shareholder Services, Inc., P. O. Box 55014, Boston, MA 02205-5014. Be sure to include your 14-digit Pioneer account number, the last 4 digits of your social security number, day time and evening phone numbers.

By Fax

Send your request to 1-800-225-4240. Be sure to include your 14-digit Pioneer account number, the last 4 digits of your social security number, day time and evening phone numbers.

 

Before investing, consider the product's investment objectives, risks, charges and expenses. Contact your advisor or Pioneer Investments for a prospectus or summary prospectus containing this information. Read it carefully. To obtain a free prospectus or summary prospectus and for information on any Pioneer fund, please download it here.

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Securities offered through Pioneer Funds Distributor, Inc., 60 State Street, Boston, MA. 02109. Underwriter of Pioneer mutual funds, Member SIPC © 2014 Pioneer Investments.