Bear Stearns Distribution Fund
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Related Documents

U.S. Securities and Exchange Commission ("SEC") Documents

The original approved Distribution Plan was modified on June 5, 2009 to include one minor change: the definition of Fund Family IDC was expanded to include IDCs retained in connection with state enforcement or regulatory proceedings in related market timing cases.

Other Documents

Reissue Forms

  • Record Owner Reissue IRA Distribution Form

    For use by individuals who received a check written to their IRA and no longer maintain an IRA.

  • Record Owner Reissue Non-IRA Distribution Form

    For use by individuals who received a check as part of a Retirement Plan or a Defined Benefit Plan and the Plan or employer no longer exists.

  • Beneficiary Reissue IRA Distribution Form

    For use by beneficiaries or guardians who received a check written to an individual’s IRA and should be reissued to the beneficiary or guardian.

  • Beneficiary Reissue Non-IRA Distribution Form

    For use by beneficiaries or guardians who received a check written to an individual as part of a Retirement Plan or a Defined Benefit Plan and should be reissued to the beneficiary or guardian.

  • Affidavit of Authenticity

    For use in conjunction with all of the above reissue forms. The Affidavit of Authenticity attests that any and all supporting documents submitted to the Fund Administrator have not been altered, amended, or otherwise modified in any way, and must accompany your request for a check reissue.





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