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Amundi Pioneer offers shareowners a variety of convenient and useful account programs and services. Just click below to view a summary of each and to learn how you can modify or add services for your account.

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. Please refer to the fund's prospectus for more complete information.

Direct Deposit

 

Amundi Pioneer Direct Deposit is a free service that gives you a faster, easier way to move your money. Amundi Pioneer Direct Deposit is available for Systematic Withdrawal Plans and telephone redemptions, as well as dividend payments and capital gains payments.

 

Once we receive your instructions, we will send your payments electronically through the Automated Clearing House (ACH) directly to the designated bank account. You should allow approximately 30 days for service to begin. You may change or cancel this service at any time using the methods listed below.

 

Your request must include a Signature Validation Program Stamp to establish Direct Deposit on an existing account or to change existing bank information.

 

By Telephone (Cancel Service Only)

Call our Customer Service Representatives at 1-800-225-6292. Have your 14-digit Amundi 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 completed Account Options form to Pioneer Funds, 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 and phone number. To obtain a form, contact your investment professional, or call us at 1-800-225-6292.

 

By Fax (Cancel Service Only)

Send a note to 1-800-225-4240. Be sure to include your 14-digit Amundi Pioneer account number, the last 4 digits of your social security and phone number.

Dividend and Capital Gain Distributions

 

Amundi Pioneer offers shareowners four options for dividend and capital gain distributions.

 

  • Reinvest dividend and capital gain distributions
  • Receive cash dividends, reinvest capital gain distributions
  • Receive cash dividend and capital gain distributions
  • Invest dividends into another Amundi Pioneer account of the same share class, and/or capital gain distributions (Directed Dividends)

 

Cash payments will be mailed to the name and address on your account. If you prefer, you may have the payments sent to a bank account via direct deposit or paid to a third party. Call us at 1-800-225-6292 for instructions.

 

When selecting your option, you should remember that:

 

  • If your account does not have a certified tax identification number, Backup Withholding may be withheld from the distributions.
  • Dividend and capital gain distributions for all retirement accounts must be reinvested.
  • Dividend and capital gain distributions for accounts with a net asset value under $500 must be reinvested.
  • Retirement accounts may not receive dividends from another account.

 

You can change your options at any time using any of the following methods. Note: If a Signature Validation Program Stamp is required, you must mail us your instructions.

 

By Telephone

 

Call a Customer Service Representative at 1-800-225-6292. Have your 14-digit Amundi 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 completed Account Options form or a note to Pioneer Funds, P.O. Box 55014, Boston, MA 02205-5014. Be sure to include your 14-digit Amundi Pioneer account number, the last 4 digits of your social security number and phone number. To obtain a form, contact your investment professional, or call us at 1-800-225-6292.

 

By Fax

Send a completed Account Options form or note to 1-800-225-4240. Be sure to include your 14-digit Amundi Pioneer account number, the last 4 digits of your social security and phone number.

Directed Dividends

 

You can have your dividend distributions automatically reinvested into other Amundi Pioneer accounts at net asset value, without a sales charge.

 

When requesting Directed Dividends, you should remember that:

 

  • Capital gain distributions will be reinvested in the originating account.
  • The receiving account must have a value at least $1,000 ($500 for Pioneer Fund and Pioneer Value Fund).
  • The share class of both the originating and receiving accounts must be the same.
  • Retirement accounts may direct or receive dividends only from another account of the same type.
  • A Signature Validation Program Stamp is required to direct dividends to a Amundi Pioneer account for another individual (unless requested on the original account application).

 

By Mail

 

Send a completed Account Options form to Pioneer Funds, P.O. Box 55014, Boston, MA 02205-5014. Be sure to include your 14-digit Amundi Pioneer account number for the originating and receiving accounts, the last 4 digits of your social security number and phone number. To obtain a form, contact your investment professional, or call us at 1-800-225-6292

Net Asset Value (NAV) Purchases

 

90 Day Reinvestment Privilege (for Class A or Class B* Shares)

 

Amundi Pioneer offers you the opportunity to reinvest all or a portion of the money you redeem from your Amundi Pioneer account — without paying a sales charge — within 90 days of your redemption. If you sold shares from a retirement account, you have 60 days to reinvest or roll over the proceeds without being subject to taxes and penalties. You have the choice of investing in any Amundi Pioneer fund, as long as you meet its minimum investment requirement.

 

To exercise this option, mail your check to Pioneer Funds, P.O. Box 55014, Boston, MA 02205-5014. Your instructions to invest must tell us that you are utilizing the Reinvestment Privilege.

 

* With the exception of Pioneer U.S. Government Money Market Fund (unless the redeemed shares were privileged), Class B Shares may be reinvested in all or part of the sale proceeds, within 90 days of the redemption, at Net Asset Value in Class A shares of any Amundi Pioneer mutual fund.

Reduced Sales Charges

 

These programs offer a way for you to lower your sales charges on the purchase of Class A Shares. For more information about reduced sales charges, contact your investment professional, or call us at 1-800-225-6292.

 

Rights of Accumulation (ROA)

 

The current value of shares in your existing Amundi Pioneer accounts may qualify you for a reduced sales charge on new investments. For example, assume you originally invested $20,000 in a Amundi Pioneer stock fund and, over the years, your account has grown in value to $34,000. If you invested another $20,000, you would be eligible for a reduced sales charge on your purchase because of the sales charge reduction offered on purchases of $50,000 or more for stock funds.

 

If you have more than one Amundi Pioneer account, be sure to tell your investment professional so we can "link" them together for ROA purposes.

 

Letter of Intent (LOI)

A letter of intent tells us that you plan to invest a set amount of money at Amundi Pioneer during a specified 13-month period. Signing an LOI allows you to immediately begin purchasing shares at the reduced sales charge appropriate for the specified LOI amount.

 

A LOI does not obligate you to purchase additional shares. If you do not meet your intended investment amount within the 13-month period, the regular sales charge will be applied to all purchases made under the letter.

 

To establish a LOI, send a completed Letter of Intent form or Account Options form to Pioneer Funds, P.O. Box 55014, Boston, MA 02205-5014. The form must be signed by both you and your investment professional. Be sure to include your 14-digit Amundi Pioneer account number, the last 4 digits of your social security number and phone number.
 

Telephone Exchange

 

Your Amundi Pioneer account is automatically authorized to allow telephone exchanges unless you indicate otherwise on the Account Application or by writing to Amundi Pioneer. You can exchange a maximum of $500,000 per account per day by telephone, following the requirements stated in the fund's prospectus. Read a summary of those requirements.

 

You may add or cancel this service at any time, using any of the following methods.

 

By Telephone

 

Call our Customer Service Representatives at 1-800-225-6292. Have your 14-digit Amundi 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 completed Account Options form to Pioneer Funds, P.O. Box 55014, Boston, MA 02205-5014. Be sure to include your 14-digit Amundi Pioneer account number, the last 4 digits of your social security number and phone number. To obtain a form, contact your investment professional, or call us at 1-800-225-6292.

 

By Fax

 

Send a note to 1-800-225-4240. Be sure to include your 14-digit Amundi Pioneer account number, the last 4 digits of your social security and phone number.

Online Transactions

 

If your account is registered in your name, you may be able to buy, exchange, and sell fund shares, and change your address of record online. Your account is automatically authorized to allow online transactions unless you indicate otherwise on the Account Application or by writing to Amundi Pioneer.

 

After registering at Investor Login and accepting the terms of the online transaction agreement, you may be able to:

 

  • Exchange into an existing account or establish a new account, provided the new account has a registration identical to the original account
  • Purchase additional shares, provided you have established a bank account of record with Amundi Pioneer
  • Sell your shares, receiving the proceeds by check or to your bank account. Shares in retirement accounts may not be sold online.
  • Change the address of record on your accounts

 

 

We will send a confirmation to your address of record for all transactions. Some accounts do not allow online access, and further restrictions may be implemented from time to time. Online access is intended for shareholders residing in the United States.

 

For more information about exchanging shares online, please see any Amundi Pioneer fund prospectus. They are available on this site.

Telephone Purchase

 

Investing in your Amundi Pioneer account is easy. First, authorize electronic transfers from your bank account by completing the appropriate section of an Account Application or an Account Options form. Then, simply call our Customer Service Representatives with your purchase information.

 

You may add or cancel the telephone purchase service at any time using the following methods. Learn about the requirements associated with making telephone purchases.

 

By Telephone (Cancel Service Only)

 

Call our Customer Service Representatives at 1-800-225-6292. Have your 14-digit Amundi 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 completed Account Options form or Account Application to Pioneer Funds, P. O. Box 55014, Boston, MA 02205-5014. Be sure to include your 14-digit Amundi Pioneer account number, the last 4 digits of your social security number and phone number.

 

By Fax (Cancel Service Only)

 

Send a note to 1-800-225-4240. Be sure to include your 14-digit Amundi Pioneer account number, the last 4 digits of your social security and phone number.

Telephone Redemption

 

Your Amundi Pioneer account is automatically authorized to allow telephone redemptions unless you indicate otherwise on the Account Application or by writing to Amundi Pioneer. You can redeem a maximum of $100,000 per account per day by telephone. The proceeds from your redemption may be sent by direct deposit to a pre-specified bank account or mailed to the address of record on your account.

 

  • Telephone redemptions are currently available for regular accounts and Individual Retirement Accounts (IRAs).
  • A Signature Validation Program Stamp is required to add this service to an existing account or change bank information.

 

You may add or cancel this service using the following methods. Learn about the requirements associated with making telephone redemptions.

 

By Telephone (Cancel Service Only)

 

Call our Customer Service Representatives at 1-800-225-6292. Have your 14-digit Amundi 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 completed Account Options form or Account Application to Pioneer Funds, P. O. Box 55014, Boston, MA 02205-5014. Be sure to include your 14-digit Amundi Pioneer account number, the last 4 digits of your social security number and phone number.

 

By Fax (Cancel Service Only)

Send a note to 1-800-225-4240. Be sure to include your 14-digit Amundi Pioneer account number, the last 4 digits of your social security and phone number.

Voluntary Tax Withholding

 

You may request Amundi Pioneer to withhold 28% of the dividends and capital gains distributions paid to your account and send the amounts withheld to the Internal Revenue Service as a credit against your income taxes.

 

The IRS does not permit voluntary tax withholding for retirement plans accounts or for accounts subject to backup withholding.

 

You may add or cancel this service using any of the following methods.

 

By Telephone

 

Call our Customer Service Representatives at 1-800-225-6292. Have your 14-digit Amundi 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 completed Account Options form or Account Application to Pioneer Funds, P. O. Box 55014, Boston, MA 02205-5014. Be sure to include your 14-digit Amundi Pioneer account number, the last 4 digits of your social security number and phone number.

 

By Fax

 

Send a note to 1-800-225-4240. Be sure to include your 14-digit Amundi Pioneer account number, the last 4 digits of your social security and phone number.

Need Assistance?

If you are encountering any problems accessing your accounts, a Pioneer Client Services Representative can help you.
 

Please Call:

401(K) / Uni-K
accounts:
   
   866-622-7815
 
All other accounts:    800-225-6292

Our Mail Address Information:

Regular Mail

 

Pioneer Funds

P. O. Box 55014

Boston, MA 02205-5014

 

Overnight Mail

 

Pioneer Funds

30 Dan Road

Canton, MA 02021-2809