Account Service Options

Add/Update Instructions for Receiving My Dividends and Capital Gains Distributions
Complete the Dividend and/or Capital Gain Distributions Authorization 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

Systematic Investments/Withdrawals
Complete a Systematic Investment Program (SIP) / Systematic Withdrawal Program (SWP) Form or complete online, 24/7, using My Investments banking instructions must first be established on the account).

Note: The minimum amount for systematic transactions is $50.

Add Check Writing and VISA® to Money Market Account (if the fund offers these services)
Complete the Signature Card for Check Writing Redemption and a checkbook will be mailed to your address of record.

Complete the Visa Check Card form to reach your investment dollars just about any time or place with a VISA® card. This is not a credit card — transactions are paid by automatic redemption of shares from your money market account.

Please Note:

  • Shares are redeemed from your money market account when a bank presents a check for payment.
  • Shares redeemed 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 in December.

Order Additional Checkbooks
If you have already established the check writing feature on your account, you can order additional checkbooks to be mailed to your address of record using one of the following options:

  1. Online, 24/7, using My Investments
  2. Voice Response Unit (VRU) at 1-800-245-2999
  3. Contacting a Client Service Representative at 1-800-341-7400 M-F 8:00 a.m. — 6:00 p.m. ET
  4. 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
  • Signature of all shareowners listed on the account or as they appear in the account registration