Shares of our Funds are offered for sale in the United States and its territories only. To invest with DoubleLine, you must be a U.S. citizen or resident alien. You must also reside in the United States and its territories or have a U.S. military address.
There are two ways you can open a new DoubleLine Investments account: Print and Mail: Download and print the application form from our web site and mail them to us. The address is provided on the form. Order an Investment Kit by phone by calling 877‐DLINE11 (877‐354‐6311). We will mail you an Investment Kit including an application form and fund prospectus.
If you have a 401(k), 403(b) or other certain types of qualified employer plans, you can rollover the assets in these plans to a DoubleLine IRA Rollover Account. To do so, you will need to complete an IRA Transfer Form and an IRA Application available for download in .pdf format. Please mail the completed forms to DoubleLine Funds along with a copy of a recent statement from your existing retirement plan.
Mail to: DoubleLine Funds Trust c/o U.S. Bancorp Fund Services, LLC
Express, Registered or Certified Mail: DoubleLine Funds Trust c/o U.S. Bancorp Fund Services 615 E. Michigan St., FL 3 Milwaukee, WI 53202-5207
After we received your completed forms, we will arrange to have your retirement assets transferred to your new DoubleLine Funds account. Please note this process can take up to four weeks. P.O. Box 701 Milwaukee, WI 53201‐0701
Express, Registered or Certified Mail: DoubleLine Funds Trust c/o U.S. Bancorp Fund Services 615 E. Michigan St., FL 3 Milwaukee, WI 53202‐5207
After we receive your completed forms, we will arrange to have your retirement assets transferred to your new DoubleLine Funds account. Please note this process can take up to four weeks.
Please print and complete the IRA Transfer Form and IRA Application and return the completed forms to the appropriate address listed on the forms.
You may also make a purchase through the Electronic Funds Transfer. Please call U.S. Bancorp at 877-DLINE11 (877‐354‐6311) for complete instructions.
Please call U.S. Bancorp at 877-DLINE11 (877‐354‐6311) and have your account number and social security number available.
You may modify your distribution election at anytime by telephoning U.S. Bancorp at 877-DLINE11 (877‐354‐6311). Please have your account and social security number available. Capital gains and dividends may be electronically transferred to your bank account.
If you have questions about your new account statement, please feel free to contact a shareholder services representative during our normal business hours (Monday through Friday, 8am‐7pm CT) at 877-DLINE11 (877‐354‐6311).
Call 877-DLINE11 (877‐354‐6311)
or, mail to: DoubleLine Funds Trust c/o U.S. Bancorp Fund Services, LLC P.O. Box 701 Milwaukee, WI 53201‐0701
For Express, Registered or Certified Mail: DoubleLine Funds Trust c/o U.S. Bancorp Fund Services 615 E. Michigan St., FL 3 Milwaukee, WI 53202‐5207
