In order to assist you with completing our forms, we have compiled a list of helpful hints and answers to common questions in this PDF document. Citizens Funds requires that the signatures of all current registered owners be Medallion Signature Guaranteed if you wish to change one of the registered owners. A change in registration could result in a new account number or require certification of Social Security Numbers by completing IRS form W-9. Affidavit of Domicile - Only to be used when requested in conjunction with the death of a registered account owner, this form is used to verify the decedent's place of residence at the time of death. Automatic Investment Plan - Complete this form to establish a monthly transfer of funds from another financial institution or from another fund at Citizens Funds.
Automatic transfers occur on certain dates each month.
The Automatic Investment Plan form indicates the dates available, so please choose from these dates only. Please note that the transfers must be for the same dollar amount. All persons registered on the account must sign this form. This form will revoke any previous beneficiary designations. The payments must be for the same dollar amount each month.