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Customer Service
Account Management
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Original Medallion Guarantees and Signature Validation Program (SVP) Stamps
Designed to protect your account from fraud.
Account Types and Share Classes
Types of accounts Federated offers and the share classes.
Statements
E-Delivery, Statements and obtaining past statements.
Other Resources
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American Jobs Creation Act of 2004 and Qualified Interest Income Summary
Federated funds which are eligible to provide certain non-resident alien (NRA) shareholders with an exemption to tax withholding.
The New Summary Prospectus
What you need to know about the Summary Prospectus.
Proxy Statements — Frequently Asked Questions and Current Information
This section provides an overview of proxies and the importance of voting your shares. Click here to learn more and review proxy statements for campaigns that are currently active.
K Share Name Change
Effective December 31, 2010, the share class designation of K Shares will be changed to R Shares. This share class name change will have no impact on the funds' operation or investment strategy.
Frequently Used Forms
Change of Ownership Form
Complete this form to modify the registration on an account.
Letter of Instruction
Complete this form to provide Federated with an original Medallion guaranteed Letter of Instruction.
New Account Form
Complete this form to establish a new account.
Additional Forms
Choose a form category
All Forms
403(b) Forms
Account Service Option Forms
Cash Management Forms
Coverdell Education Savings Account Forms
Individual Retirement Account (IRA) Forms
Regular New Account Forms
Retirement New Account Forms
SEP-IRA Forms
SIMPLE-IRA Forms
Telephone Redemption Authorization Forms (TRAFs)
Website Help
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Security Policy
Online Account Access security, what is SSL, encryption and browser security.
Privacy Policy and Notice
Federated's policy governing the acquisition, handling, use and security of client information.
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Privacy Policy
Security Policy
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