Service Announcements

view all »
Custodial Change Information 
Jan. 1, 2017
As of January 1, 2017, UMB Bank, n.a. has assumed custodial responsibilities for applicable Federated individual retirement and education savings accounts, replacing State Street Bank and Trust Company.
Federated's 2017 Holiday Schedule* 
Dec. 30, 2016
Click the link above to view Federated's 2017 Holiday Schedule.
Don't Become a Lost Shareholder 
Dec. 27, 2016
Moving? Recently updated your email address? Be sure to notify Federated of changes to your address, including email.

Popular Topics

Change of Ownership Form 
Complete this form to change the registration on an account.
Changing Banking Information on an Account 
How to change the banking information on an account.
Changing the Address on Your Account 
Please follow these instructions to change the address on your account.
Designating Beneficiaries on Your Account 
Please follow these instructions to designate beneficiaries on your account.
Don't Become a Victim of Financial Fraud 
Tips and resources for preventing and reporting financial fraud.
Don't Let Your Customers Become Victims of Financial Fraud 
Tips and resources for preventing and reporting financial fraud.
Escheatment 
Learn how to safeguard your assets.
How to Read Your Statement 
Information about how to better understand your periodic mutual fund investor statement.
Making Account Transactions 
Transactions options and instructions for investors.
Making Account Transactions for Clients 
Transactions options and instructions for investment professionals to make account changes for clients.
Opening an Account 
How to establish a new account with Federated.
Shareholder Account Access Help 
A guide to commonly asked questions for Shareholder Account Access.