How do I request a distribution from my account? If you have telephone redemption privileges, 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 make sure you have the account number and social security number available when calling. For written redemption requests in non-retirement accounts, please complete the AMG Funds Non-Retirement Account Distribution Request Form. For written redemptions requests in IRA/Roth IRA accounts, please complete the following form: AMG Funds Individual Retirement Account Distribution Request Form. For written redemption requests in SIMPLE IRA accounts, please fill out the following form: AMG Funds Non-Retirement Account Distribution Request Form. How do I link my bank account with my AMG Wealth account? Please complete the Account Maintenance Form. Can my paperwork be faxed to AMG Wealth? As long as the paperwork does not require a Medallion Signature Guarantee, it can be faxed to 508.599.6058. I currently have a joint account, but a joint owner has passed away. How do I re-register the account? Please complete both of these forms: a. Letter of Instruction (LOI) b. Account Application 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? Please complete both of these forms: a. Letter of Instruction (LOI) b. Account Application 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. How can I add or update the beneficiaries on my retirement account? Please complete the Account Maintenance Form. How can I add or update the beneficiaries on my non-retirement account? Please complete the Transfer on Death Registration Form. How do I transfer retirement assets from an IRA account at another institution to AMG Wealth? Please complete the Individual Retirement Account (IRA) Transfer of Assets/Direct Rollover Form. If you don’t have an IRA currently established at AMG Funds, please complete the Traditional and Roth Individual Retirement Account. How do I rollover a 401(k) or other Qualified Retirement Plan from another institution to an IRA at AMG Wealth? Please complete the Individual Retirement Account (IRA) Transfer of Assets/Direct Rollover Form. If you don’t have an IRA currently established at AMG Funds, please complete the Traditional and Roth Individual Retirement Account. How do I convert a Traditional IRA to a ROTH IRA? Please complete the Roth IRA Conversion Request Form. If you don’t have a ROTH IRA currently established, please complete the Traditional and Roth Individual Retirement Account. I am a beneficiary of an IRA. The shareholder has passed away. What do I need to do? Please complete the applicable form below. a. IRA Inheritance Request Form (Non-spouse) b. IRA Inheritance Request Form (Spouse) How do I open a Coverdell account? Please complete the following form: Coverdell Education Savings Account. How do I redeem from my Coverdell account? Please complete the following form: Coverdell Education Savings Withdrawal Form. 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. How can I transfer my individual or joint account into a trust account? Please complete both of these forms: a. Letter of Instruction (LOI) b. Account Application c. A Copy of the first and last pages of the trust document/agreement I have recently changed my name. How do I update this on my AMG Wealth 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. How do I gift shares to charity? a. Please complete the Letter of Instruction (LOI) And Please have the charity complete the Account Application (only needs to be completed if an account is not already on file).