investor-services-maintenance

Online Account Maintenance

Maintaining the information listed on your account

You can make administrative changes and update your profile online. Note that you can always access your account through the Login/Register button on the menu bar above.

Change my address
You can click on Login/Register and edit your address online; call Calvert at 1-800-368-2745; or send written notice to Calvert, P.O. Box 219544, Kansas City, MO 64121-9544.

Change the name on my account
A Change of Registration form  must be completed and returned to Calvert, P.O. Box 219544, Kansas City, MO 64121-9544. Each of the current owners must sign and have their signatures guaranteed on the form. The form may be requested via phone, mail, or e-mail.

Change my e-mail address for electronic reports
Click on Login/Register, log on to your account, click on E-Delivery Signup and enter your new e-mail address.

Change or add beneficiary information on my retirement account
Complete a new Designation or Change of Beneficiary form  and return to Calvert, P.O. Box 219544, Kansas City, MO 64121-9544. Receipt of a new form revokes any previous designation. The form may be requested via phone, mail, or e-mail.

Change my dividend or capital gain option
You can call Calvert at 1-800-368-2745, e-mail a request, or send written notice to Calvert, P.O. Box 219544, Kansas City, MO 64121-9544.

Change the amount or date of my Automatic Investment Plan
You can call Calvert at 1-800-368-2745, e-mail your request, or send written notice to Calvert, P.O. Box 219544, Kansas City, MO 64121-9544.

Transfer ownership of my account
A Change of Registration form must be completed and returned to Calvert, P.O. Box 219544, Kansas City, MO 64121-9544. Each of the current owners must sign and have their signatures guaranteed on the form.The form may be requested via phone, mail, or e-mail.

F103 (4/09)