For more information about completing a Letter of Instruction, or whether a Medallion Signature Guarantee is required, please contact a Shareholder Services Representative at 800-422-1050, Monday through Friday between 8:00 a.m. and 6:00 p.m. Eastern time.
Please note: Your signature on the Letter of Instruction may need to be Medallion Signature Guaranteed. For a list of circumstances which require a Medallion Signature Guarantee refer to the Prospectus.
The disclaimant must not take receipt of any of the shares prior to disclaiming the assets. A beneficiary, however, may disclaim a partial interest in the IRA and accept a portion, and the income attributable, not disclaimed. As a result of the disclaimer, the interest passes without any direction on the part of the person making the disclaimer to either: