This page is for U.S. investors only. If you are a Non-U.S. investor, click here

X

Forms

Blue block

Investor Forms and Documents

Investor Forms and Documents

Whether you’d like to make an update to your beneficiary designation(s), transfer your account or perform other account maintenance, we are here to help. Please access related forms and documents through the archive that follows or use the interactive search option shown here to get started. Please contact your financial professional for information regarding PREDEX.

Some broker dealers require clients to access and update their account(s) through their broker dealer website. Please contact your financial professional to learn more.

Looking up at a glass building facade and blue sky

Investor Forms

MAINTENANCE FORM

Use this form to change address, phone, email, name change, change or add interested party, go paperless, or update registered representative on your account

BANK/BROKERAGE CHANGE FORM
TRANSFER ON DEATH FORM

Use this form to name a beneficiary on a non-retirement account

CERTIFICATION OF TRUST INVESTMENT POWER FORM

For use with trust account – Use this form to designate and authorize authority to transact on one or multiple trust accounts

PHYSICIAN CERTIFICATION FORM

For use with redemption form when designating that redemption is due to disability.

DESIGNATION OF REPRESENTATIVE FOR UNCLAIMED PROPERTY (TEXAS INVESTORS ONLY)

For residents of Texas only. Use this form to designate a person to be notified in the future if account becomes unclaimed property.

ACI ACCOUNT TRANSFER FORM

Use this form to re-register or transfer ownership of the account

ACI DISTRIBUTION CHANGE FORM – BROKER/DEALER USE

For use with customers of broker dealers – Use this form to designate distribution proceeds to be paid in cash or reinvested; must be a validated user to view

ACI DISTRIBUTION CHANGE FORM – RIA USE

For use with customers of Registered Investment Advisors (RIA) – Use this form to designate distribution proceeds to be paid in cash or reinvested; must be a validated user to view

AIREIT ACCOUNT TRANSFER FORM

Use this form to re-register or transfer ownership of the account

AIREIT DISTRIBUTION CHANGE FORM – BROKER/DEALER USE

For use with customers of broker dealers – Use this form to designate distribution proceeds to be paid in cash or reinvested; must be a validated user to view

AIREIT DISTRIBUTION CHANGE FORM – RIA USE

For use with customers of Registered Investment Advisors (RIA) – Use this form to designate distribution proceeds to be paid in cash or reinvested; must be a validated user to view

AIREIT REDEMPTION FORM

Use this form to request a full or partial redemption of your account

AIREIT REDEMPTION CANCELLATION FORM

Use this form to cancel a previously submitted redemption of shares request

APMF DISTRIBUTION CHANGE FORM - BROKER/DEALER USE
APMF DISTRIBUTION CHANGE FORM - RIA USE
APMF ACCOUNT TRANSFER FORM - BROKER/DEALER USE
APMF ACCOUNT TRANSFER FORM - RIA USE

AREX MAINTENANCE FORM

For current investors in Ares Real Estate Exchange

AREX INVESTOR COMMUNICATIONS E-CONSENT FORM

AREIT ACCOUNT TRANSFER FORM

Use this form to re-register or transfer ownership of the account

AREIT DISTRIBUTION CHANGE FORM – BROKER/DEALER USE

For use with customers of broker dealers – Use this form to designate distribution proceeds to be paid in cash or reinvested; must be a validated user to view

AREIT DISTRIBUTION CHANGE FORM – RIA USE

For use with customers of Registered Investment Advisors (RIA) – Use this form to designate distribution proceeds to be paid in cash or reinvested; must be a validated user to view

AREIT REDEMPTION FORM

Use this form to request a full or partial redemption of your account

AREIT REDEMPTION CANCELLATION FORM

Use this for to cancel a previously submitted redemption of shares request

ASIF DISTRIBUTION CHANGE FORM - BROKER/DEALER USE
ASIF DISTRIBUTION CHANGE FORM - RIA USE
ASIF ACCOUNT TRANSFER FORM - BROKER/DEALER USE
ASIF ACCOUNT TRANSFER FORM - RIA USE
×

Contact Us

Connect with our Wealth Management Solutions team that works with Financial Advisors and Private Wealth Managers to provide alternative solutions. For investors based in EMEA and APAC, please visit our Non-U.S. Investors Contact section.

 

Individual Investors

Reach out to your Financial Advisor.

 

Financial Advisor Inquiries

       (866) 324-7348

 

Financial Advisors Information Request

You are now leaving the AccessAres website

AccessAres is the thought-leadership and educational division of Ares Wealth Management Solutions. The materials distributed by AccessAres are for informational purposes only and do not constitute investment advice or a recommendation to buy, sell or hold any security, investment strategy or market sector. Ares Wealth Management Solutions is a global brand of Ares Management Corporation.

CONTINUE GO BACK

You are now leaving the AccessAres website

AccessAres is the thought-leadership and educational division of Ares Wealth Management Solutions. The materials distributed by AccessAres are for informational purposes only and do not constitute investment advice or a recommendation to buy, sell or hold any security, investment strategy or market sector. Ares Wealth Management Solutions is a global brand of Ares Management Corporation.

CONTINUE GO BACK