Sell Your Shares

You may sell shares by telephone, mail, wire transfer or electronic transfer. You may also set up a systematic withdrawal if you would like to receive a regular, periodic check.

Your order to sell shares must be complete and in good form in order for the Funds to act on it. A redemption request received after the close of regular trading on the New York Stock Exchange (usually 4:00 p.m. Eastern time) is deemed received on the next business day.

Online or over the phone to request an electronic transfer

Call Shareholder Services at 1-866-218-6142 to initiate the transfer or go to www.aarpfunds.com. Select "My Account Access," log in to your account, and follow the directions.
Payment of the proceeds will be made to the account previously designated by you at a bank that is a member of the Automated Clearing House (ACH) system.
Payment of the proceeds will normally be sent on the next business day after receipt of your request.
If the proceeds of your sale are sent by electronic transfer, your bank will be notified of the transfer on the day the proceeds are sent, but your bank account may not receive "good funds" for at least one week thereafter.

By wire transfer

Call Shareholder Services at 1-866-218-6142 and ask to make a sale with proceeds paid by wire transfer. Give the name of the account owner, account number, and the amount you want to sell, noted either as a number of shares or a dollar amount you want to receive.
We will wire the sale proceeds to the financial institution of record.
There is a $5.00 fee per wire. Your bank may also charge a fee for a wire transfer.

Over the phone

To use our 24-hour automated response system, call 1-866-218-6142, log into your account, and proceed as instructed.
Call Shareholder Services at 1-866-218-6142 and ask to make a redemption. Give the name of the account owner, tax identification number, account number, and the amount you want to sell, noted either as a number of shares or a dollar amount you want to receive (up to a limit of $50,000 for phone orders).
We will send a check to the address of record for the account.

By mail

Send a letter including the name of the account owner, account number, and the amount you want to sell, noted either as a number of shares or a dollar amount you want to receive. You are required to include a medallion signature guarantee for amounts over $50,000 and in other specific circumstances (see Conditions for selling shares below). A medallion signature guarantee may be obtained from a financial institution, broker, dealer or clearing agency that is a participant in one of the medallion programs recognized by the Securities Transfer Agents Association. These are: Securities Transfer Agents Medallion Program, Stock Exchanges Medallion Program, and the New York Stock Exchange Medallion Signature Program.
All registered owners must sign.
Proceeds can be sent by regular mail or overnight delivery (overnight delivery charges will be deducted from the redemption proceeds).
Checks will be sent to the address of record.

Send by regular mail or overnight delivery to:

Please send written correspondence via US Mail:

AARP Funds
P.O. Box 8035
Boston, MA 02266-8035

For overnight delivery, please send to:

AARP Funds
c/o BFDS
30 Dan Road
Canton, MA 02021

By Check Writing

(AARP Money Market Fund only)

You may establish check writing on your Money Market Fund account by completing the Checkwriting Authorization form. To obtain a form, please call Shareholder Services at 1-866-218-6142, or you may download one from the "Forms and Documents" page.

You may write checks only in amounts of $250 or more.
If you add this service after you have already established your account, you must obtain a signature guarantee.
There is no fee for this service, but the Fund reserves the right to charge for it or to terminate this service in the future.
There is no limit on the number of checks you may write.
Dividends and distributions will continue to be paid up to the day the check is presented for payment.
You may not close your Fund account by writing a check.

To set up a systematic withdrawal

Send a letter, or download our form, (PDF), including the name of the account owner, account number, the frequency of the sale, and the dollar amount you want to receive each time.
All registered owners must sign.
Send by regular mail. All requests must be sent to the address listed above.
We will send a check to the address of record at each requested time.

Conditions for selling shares

We may take up to seven days to send your sale proceeds.
To receive proceeds by wire transfer or electronic transfer, you must have established this feature on your account before initiating the redemption.
If you buy shares using a check or electronic transfer and then sell them soon afterwards, we may delay payment of the redemption proceeds for up to 15 days after the purchase date, or until we verify that your check or electronic transfer has cleared, whichever comes first.
For sales over $50,000, we require a medallion signature guarantee* as additional security to protect your account from fraud. We also require a medallion signature guarantee in the following circumstances:
- You want the sale proceeds sent to an address or bank that is not the address or bank of record for the account, or that has been changed as the address or bank of record within the last 30 days.
- You want the sale proceeds made payable to someone who is not an owner of the account.
- You want to receive the sale proceeds by wire transfer or electronic transfer, but this account privilege was not yet activated.
- You want to receive the sale proceeds by wire transfer or electronic transfer into an account that is not listed as the account of record for transfers.

*A notary public cannot provide a medallion signature guarantee.

The mutual funds described in this site are sold only to U.S. residents.

An Investment in the Funds involves risk, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of the AARP Funds carefully before investing. The prospectus contains this and other important information about the Funds. To get a prospectus containing this and other information, click here (PDF) or call 1-866-218-6142. Read it carefully before you invest.

While AARP has licensed the use of its name to AARP Funds and endorses the services provided by AARP Financial Inc., AARP does not offer financial products or services itself and cannot recommend that you or any specific individual should purchase any particular product or service. AARP Financial Inc. is an investment adviser and a subsidiary of AARP.

The Financial Advisors are registered representatives of ALPS Distributors, Inc., a registered broker-dealer, and as investment adviser representatives of AARP Financial Inc., an investment adviser. AARP Financial Inc. offers investment advisory services and is not affiliated with ALPS Distributors, Inc.

AARP Funds are distributed by ALPS Distributors, Inc.