Shareholder Resources / Manage Your Account / Changing Account Information

Changing Account Information

To change the information on your CRM Funds account, download, print, complete and mail the Shareholder Options Form below to:

For regular mail delivery:
CRM Funds
c/o PFPC
P.O. Box 9812
Providence, RI 02940

For overnight delivery:
CRM Funds
c/o PFPC
101 Sabin Street
Pawtucket, RI 02860

Please note, some account changes may require signature guarantees.

Shareholder Options Form

Use this form to update the following account information:

  • Change your Account Registration
  • Change your Mailing Address
  • Change your Distribution Options
  • Add Telephone Redemption privilege
  • Add Telephone Purchase privilege
  • Add a Systematic Withdrawal Plan
  • Add an Automatic Investment Plan
  • Change your bank or bank account information

You should consider the investment objectives, risks, charges and expenses of the Funds before investing. You may obtain the prospectus here or by calling 800.276.2883. The Funds are subject to risks, which are described in the prospectus. In particular, when compared to mutual funds that focus on larger capitalization companies, shares of the Funds may be more volatile because of the focus on smaller capitalization companies, which may have more limited product lines and fewer capital resources. The Funds’ value investing strategy also involves risks. Value stocks can perform differently from the market as a whole and can be undervalued by the market for long periods of time. You should read the prospectus carefully before investing.