Transactions for an Account

Make Additional Purchases to Your Account
There are several ways you can make additional purchases to your existing account:

Online, 24 hours a day, using Shareholder Account Access. You can make purchases via ACH from your bank account on record.

Over the phone, 24 hours a day, and our Voice Response System (1-800-245-2999). You can make purchases via ACH from your bank account on record by choosing option 2 from the main menu and following the prompts.

By bank wire. Contact your bank and provide them with:

  • The name(s) on your account(s)
  • Your Federated account number(s)
  • The name(s) of the Federated Fund(s) you wish to purchase
  • The dollar amount of the purchase

Instruct your bank to wire funds to:
State Street Bank & Trust Company
Boston, MA 02101
ABA Number 011000028
BNF ATTN Federated Edgewire

By check. Mail your investment check made payable to The Federated Funds with an Invest By Mail Form or written instructions to the address below. Please be sure to include your fund name and account number.

Regular Delivery:Overnight Delivery:
The Federated Funds
PO Box 8600
Boston, MA 02266-8606
The Federated Funds
30 Dan Road
Canton, MA  02021

Please Note: Payment by check should be made in U.S. dollars and drawn on a U.S. bank. The Fund will not accept third-party checks. Purchases made by check and ACH are not immediately available for redemption.

Contact a Client Service Representative (1-800-245-4770, Option 1).

Make Redemptions
There are several ways you can place redemptions from your existing account:

Over the phone, 24 hours a day, and our Voice Response System (1-800-245-2999). Your redemption proceeds can be:

  • Mailed by check to your account address of record
  • Sent via ACH to your bank on record
  • Sent by wire to your bank on record

Choose option 2 from the main menu and follow the prompts.

Contact a Client Service Representative (1-800-245-4770, Option 1). Your redemption proceeds can be:

  • Mailed by check to your account address of record.
  • Sent via ACH to your bank on record
  • Sent by wire to your bank on record

Mail your written redemption instructions to the following address:

Regular Delivery:Overnight Delivery:
The Federated Funds
PO Box 8600
Boston, MA 02266-8606
The Federated Funds
30 Dan Road
Canton, MA  02021

Your written instructions should include:

  • Your fund name and account number
  • Account owner(s) name, address and telephone number
  • Dollar or share amount of the redemption
  • Signature(s) of account owner(s)

Signatures must be guaranteed if:

  • Your redemption will be sent to an address other than the address of record
  • Your redemption will be sent to an address of record that was changed within the last 30 days
  • A redemption is payable to someone other than the shareholder(s) of record

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.

Exchange Shares
An exchange is the movement of money from one mutual fund to another in which you may exchange all or a portion of shares held in an account.  Exchanges must occur between funds within the same share class and between accounts with identical registrations.

There are several ways you can exchange shares between funds:

  1. Online, 24 hours a day, using Shareholder Account Access.
  2. Over the phone, 24 hours a day, and our Voice Response System (1-800-245-2999). Choose option 2 from the main menu and follow the prompts.
  3. Contact a Client Service Representative (1-800-245-4770, Option 1).

Please note:

  • Exchanges must be made by 4:00 pm EST to receive the current day's NAV.
  • When you purchase by check, those shares are not eligible for exchange until the bank collects payment for the shares.
  • For tax purposes, an exchange is treated as a sale and a purchase and may be a taxable transaction.

Shareholder Account Access


 
 
 
 
 
 
 
 
 
 
 
For further detail, please Contact Us. A representative may require your fund and account information and your e-mail address.
Federated Securities Corp., Distributor
66593
Copyright © 2014 Federated Investors, Inc.

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