Pioneer Investments: Transfer Ownership of Shares


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Transfer Ownership of Shares

A transfer occurs when you change ownership of shares within the same fund. A transfer also occurs when you add owners to, or remove owners from, an existing account.

Before sending us your transfer request, you should note that:

  • You cannot transfer ownership of retirement accounts, except in the case of divorce. Contact your investment professional, or our Retirement Plan Specialists at 1-800-622-0176 for information concerning transferring ownership of a retirement account.
  • Fiduciaries and corporations may be required to submit additional documents.
  • Additional documents may be required in the event of an owner's death, divorce, or incapacitation.

By Mail

Send your instructions to Pioneer Investment Management Shareholder Services, Inc., P. O. Box 55014, Boston, MA 02205-5014. Please be sure to include your 14-digit Pioneer account number, account registration, transfer amount and a Pioneer account application completed by the new owner. Your request must be signed by all registered owners and Medallion Signature Guaranteed.

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.

 

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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