Account Service Options

Add Banking Instructions to Your Account

Please be sure all owners sign as the name appears in the registration. A medallion or signatures guarantee is required to establish these services. You can mail the completed form to the address listed on the form.

A signature guarantee is designed to protect your account from fraud. Obtain a medallion signature guarantee from a bank or trust company, savings association, credit union or broker, dealer, or securities exchange member. A notary public cannot provide a signature guarantee.

Add/Update Instructions for Receiving My Cash Distributions
To authorize a convenient option for receiving cash distributions, complete the Instructions for Dividend and Capital Gain Distribution and mail to the address listed on the form. You can elect to have your cash distributions:

  • Deposited directly to your bank account
  • Mailed to an alternate address or payee
  • Reinvested to a different Federated fund in the same share class

Invest Systematically on a Regular Basis
To automatically purchase additional Shares into your existing account on a regular basis:

  1. Online, 24 hours a day, using Shareholder Account Access.
  2. Complete an Systematic Investment/Withdrawal Form and mail to the address listed on the form. Please be sure you include signatures and signature medallion guarantees for all account owners on the form. The minimum investment amount for systematic purchases is $50.

A signature guarantee is designed to protect your account from fraud. Obtain a medallion signature guarantee from a bank or trust company, savings association, credit union or broker, dealer, or securities exchange member. A notary public cannot provide a signature guarantee.

Systematic Withdrawals
To automatically redeem Shares from your existing account, complete an Systematic Investment/Withdrawal Form and mail to the address listed on the form.

  • Your account value must meet the minimum initial investment amount at the time the program is established.
  • The minimum withdrawal amount for systematic withdrawals is $100.
  • Please be sure you include signatures and signature guarantees for all account owners on the form.
  • This program may reduce, and eventually deplete, your account.
  • Payments should not be considered yield or income.

A signature medallion guarantee is designed to protect your account from fraud. Obtain a signature medallion guarantee from a bank or trust company, savings association, credit union or broker, dealer, or securities exchange member. A notary public cannot provide a signature medallion guarantee.

Add Check Writing and VISA® to Money Market Account (if offered by the fund or of applicable)
For the convenience of drawing checks whenever you need to redeem a portion of your investment, we will establish the checkwriting feature on your account. A checkbook will be mailed to your address of record. To obtain this service, complete the Signature Card for Check Writing Redemption and mail to the address listed on the form.

Also you can reach your investment dollars just about any time or place with your VISA® card. This is not a credit card — transactions are paid by automatic redemption of shares from your money market account. To obtain this service, complete the Visa Check Card and mail to the address listed on the form.

Please Note:

  • Shares are redeemed from your money market account when a bank presents a check for payment.
  • Shares you are redeeming by check will continue to receive the daily dividend until the check is presented for payment.
  • Checks and VISA® Check Card are not available for Individual Retirement Accounts (IRAs)
  • Federated will automatically deduct the annual fee for your VISA® Card from your money market fund account every year.

Order Additional Checkbooks
If you have already established the checkwriting feature on your account, you can order additional checkbooks to your address of record:

  1. Online, 24 hours a day, using Shareholder Account Access.
  2. Over the phone, 24 hours a day, using Federated Connection our Voice
  3. Response System (1-800-245-2999). Choose option 3 from the main menu and follow the prompts.
  4. Contact a customer service representative (1-800-245-4770, Option 3).
  5. Mail a letter of instruction to:

    Regular Delivery:
    The Federated Funds
    PO Box 8600
    Boston MA  02266-8600

    Overnight Delivery:
    The Federated Funds
    30 Dan Road
    Canton, MA  02021

Your written instructions should include:

  • Your fund name and account number
  • Names of all account owners
  • Last check number
  • Signed by all shareowners listed on the account or as they appear on the account registration