Mutual Fund Resource Center

Current Shareholder Information


Designating Beneficiaries

The Transfer on Death account registration allows you to name a beneficiary for regular, taxable accounts. This registration may be used for Individual, Joint Tenant, or Tenants by Entirety accounts. You may use the Guggenheim Investments Transfer On Death Registration Form to register your current or new account as a Transfer on Death Account. This form requires a Medallion Signature Guarantee and will need to be mailed in.

The Guggenheim Investments Account Change Form can be used to add or change beneficiaries to a retirement account.

This information does not constitute tax advice. Please consult your tax advisor and/or state and local tax offices for more complete information.



Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

Investing involves risk, including the possible loss of principal.

Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, and GS GAMMA Advisors.

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This website is directed to and intended for use by citizens or residents of the United States of America only. The material provided on this website is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Investing involves risk, including the possible loss of principal.