Sit Change of Account Options Form
Description of Form
Complete a Sit Change of Account Options Form to add new options or change existing options on a non-IRA account.
Shareholders Use This Form To:
Add, remove or make changes to the following options:
- Telephone redemption or exchange
- Banking information
- Dividends and capital gains (reinvest/pay out)
- Automated purchases, withdrawals or exchanges
A Medallion Signature Guarantee is required when changing bank information on your Sit account.