Forms

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

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

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

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

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

Use this form to re-register or transfer ownership of the account; must be a validated user to view

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

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

Use this form to request a full or partial redemption of your account; must be a validated user to view

Use this form to cancel a previously submitted redemption of shares request; must be a validated user to view

For current investors in Ares Real Estate Exchange

Use this form to re-register or transfer ownership of the account; must be a validated user to view

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

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

Use this form to request a full or partial redemption of your account; must be a validated user to view

Use this for to cancel a previously submitted redemption of shares request; must be a validated user to view