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Contact Us: 877-354-6311
8am-7pm Central Time
Mailing Address:
DoubleLine Funds
c/o U.S. Bank Global Fund Services
PO Box 219252
Kansas City, MO 64121-9252
Overnight Express Mail:
DoubleLine Funds
c/o U.S. Bank Global Fund Services
801 Pennsylvania Ave, Suite 219252
Kansas City, MO 64105-1307
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Add or Change a Transfer on Death (TOD) Beneficiary
Keeping your beneficiaries up to date may help them avoid probate in the unfortunate event something was to happen to the account owner(s), as well as ensuring that your wishes for your estate are met.
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All Beneficiary changes must be signed and sent in with the form below
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Instructions and Links
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Additional Information
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To add or update your beneficiaries, we will require a completed and signed Beneficiary Designation Form.
To complete this transaction via DocuSign, please click the applicable link below:
One Signer
Two Signers
Spousal Consent Required
If you prefer to mail the request to us, please print the form from here.
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If this is a joint account, both owners need to sign. An account owner cannot be designated as a TOD beneficiary.
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If a trust will be designated as a beneficiary, we require a copy of the trust agreement.
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 877-354-6311 or visit https://doubleline.com/ for a prospectus containing this information. Read it carefully.
DoubleLine and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation.
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