Frequently Asked Questions

Questions:

How do I request a distribution from my account

How do I link my bank account with my AMG Funds account?

Can my paperwork be faxed to AMG Funds?

I currently have a joint account, but a joint owner has passed away. How do I re-register the account?

I am the minor on a Custodial account and now have reached the age of majority. How do I transfer the account into my name?

How do I change my address?

How can I add or update the beneficiaries on my retirement account?

How can I add or update the beneficiaries on my non-retirement account?

How do I transfer retirement assets from an IRA account at another institution to AMG Funds?

How do I rollover a 401(k) or other Qualified Retirement Plan from another institution to an IRA at AMG Funds?

How do I convert a Traditional IRA to a ROTH IRA?

I am the executor/executrix of an estate for a shareholder who has passed away. How do I re-register their individual account into an estate account?

A shareholder with a retirement account has passed away. What do I do?

How can I transfer my individual or joint account into a trust account?

I have recently changed my name. How do I update this on my AMG account?

How do I add myself as Power of Attorney to an account?

How can I obtain old statements for my account(s)?

Can I write checks off of my account?

How do I update the cost basis method on my account?

How do I gift shares to charity?

  • Can my paperwork be faxed to AMG Funds?


    As long as the paperwork does not require a Medallion Signature Guarantee, it can be faxed to 508.599.6058.

  • How do I change my address?


    Please log into your online account.

    Or

    Please complete section one of the Account Maintenance Form.

    Or

    Please call a Shareholder Services Representative between the hours of 8:00 a.m. and 8:00 p.m. ET, Monday through Friday, at 800.548.4539. Please have your account number and social security number available when you call.

  • I am the executor/executrix of an estate for a shareholder who has passed away. How do I re-register their individual account into an estate account?


    Please complete both of these forms:

    a. Letter of Instruction (LOI).

    b. Account Application.

    * If you wish to redeem the account immediately, please complete the W-9 Form in lieu of the account application.

  • I have recently changed my name. How do I update this on my AMG account?


    a. Please complete section three of the Letter of Instruction (LOI). Please make sure you sign your old name and your new name in section three.

    b. Please complete the W-9 Form .

  • How do I add myself as Power of Attorney to an account?


    a. Please complete section three of the Letter of Instruction (LOI).

    b. A copy of a Power of Attorney document that has been dated within 60 days of receipt of the transaction request.

  • How can I obtain old statements for my account(s)?


    Please call us at 1.800.548.4539 to request a transcript for your account.

  • Can I write checks off of my account?


    No, there are no Funds that offer check writing privileges.

  • How do I update the cost basis method on my account?


    a. Please complete section three of the Letter of Instruction (LOI).

    Or

    Please call us at 1.800.548.4539. Please have your account number and social security number available when you call.

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