Forms and E-Delivery

Electronic Delivery

You can choose to receive e-mail notification when shareholder documents, account statements or transaction details are available on-line instead of receiving paper copies in the mail.

To activate electronic delivery and stop receiving paper copies of your shareholder account statements and/or transaction confirmations, please click on the following link to enroll for on-line account access: Activate Electronic Delivery of Account Statements and Confirmations

To activate electronic delivery and stop receiving paper copies of your shareholder documents (annual reports, semi-annual reports, proxy statements, prospectuses), please click on the following link to enroll for electronic delivery: Activate Electronic Delivery of Shareholder Documents

Please note these links will take you to non-Eaton Vance Web sites for electronic delivery. Eaton Vance is not responsible for any information on these Web sites nor is Eaton Vance responsible for operation of these Web sites.


Forms

Please consult a financial advisor before filling out any of the forms below. The forms below should be used to make changes to an existing Eaton Vance mutual fund account. Please contact a financial advisor to open a new Eaton Vance mutual fund account. Eaton Vance Distributors, Inc. (EVD), the principal underwriter of the Eaton Vance mutual funds, strongly encourages the use of a financial advisor when purchasing shares of Eaton Vance Funds. EVD does not provide tax, legal, insurance or investment advice and cannot determine whether an investment offered by EVD is appropriate or suitable for you based on your investment objectives and personal and financial situation. For more complete information, including investment objective, risks, charges and expenses, please contact your financial advisor for a prospectus. Read the prospectus carefully before you invest or send money.

If you have questions about any of the forms below, please call 1-800-262-1122 from 8:30 AM to 5:30 PM Eastern Time, Monday through Friday.

All forms can be mailed to:
Regular Mail
Eaton Vance
P.O. Box 9653
Providence, RI 02940-9653

Overnight Mail
Eaton Vance
4400 Computer Drive
Westborough, MA 01581

Non-Retirement Forms

New Account Application Form 

Fund Selection Guide: A comprehensive listing of all Eaton Vance open-end mutual funds and their corresponding fund numbers.

Cost Basis Election Form

Third Party Mailing Address Form for Duplicate Account Statements: To allow a duplicate account statement to be mailed to a different address than shown on the account.

Systematic Withdrawal Plan Application: To establish systematic payments from your Eaton Vance mutual fund account to the mailing address on file, a different payee or a bank account.

Distribution/Instruction Special Payee Form: To send dividend and capital gains distributions from an Eaton Vance mutual fund account to a different payee or a bank account.

Change of Dealer Form: To update the name of the dealer firm on an account.

Bank Automated Investing Application: To establish automatic investments into an Eaton Vance mutual fund account via electronic bank transfer from a checking or savings account.

Non-Retirement Redemption Authorization Form: To sell shares from a non-IRA account.

Non-Retirement Account Re-Registration Form: To change ownership of a non-IRA account.

Transfer on Death Application

Affidavit of Domicile Form

 


Retirement Forms

EZ-IRA Forms Booklet 

IRA Required Minimum Distribution Form: To request a Required Minimum Distribution from an IRA account.

IRA Distribution Request Form: To redeem from an IRA account.

IRA Designation of Beneficiary: To add or change beneficiaries to an existing Eaton Vance IRA account.

 

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