Forms & E-Delivery

Electronic Delivery

You can choose to receive your shareholder documents and account statements electronically via e-mail instead of receiving paper copies in the mail in just a few easy steps:

To activate electronic delivery and stop receiving paper copies of your shareholder account statements, please click on the following link to enroll for online account access: Activate Electronic Delivery of Account Statements
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 8:00 AM to 6:00 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
101 Sabin Street
Pawtucket, RI 02860

Non retirement Forms

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.
Automatic Exchange Application: To establish systematic monthly exchanges between existing Eaton Vance mutual funds.
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.

Retirement Forms

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.

Our Affiliates and Partners

Other Web Sites

Before investing in any Eaton Vance fund, prospective investors should consider carefully the fund's investment objective(s), risks, and charges and expenses. For open-end mutual funds, the fund's current prospectus contains this and other information about the Fund. To obtain a fund prospectus and the most recent annual and semiannual shareholder reports, contact your financial advisor or download a copy here. Read the prospectus carefully before you invest or send money. For closed-end funds, you should contact your financial advisor. To obtain the most recent annual and semi-annual shareholder report for a closed-end fund contact your financial advisor or download a copy here. Before purchasing any variable product, consider the objectives, risks, charges, and expenses associated with the underlying investment option(s) and those of the product itself. For a prospectus containing this and other information, contact your investment or insurance professional. Read the prospectus carefully before investing.

Not FDIC Insured. No Bank Guarantee. May Lose Value.

Eaton Vance does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision.

The information on this Web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

Publication details: 2009-11-19 11:31