Account Services
Our most frequently asked questions are outlined below – just click on the topic that is of interest you to show answers to the questions we get asked the most. Or visit our Contact Us page to reach out to us directly.
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Open a New Account
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Can a new account be funded electronically?
Your client can open a mutual fund account on the same day by funding the account electronically.
To open and fund an account on the same day, choose Automated Clearing House (ACH) funding in Step 6 of the General Mutual Fund Application.
Your application must be received by Lord Abbett before the New York Stock Exchange closes (generally 4:00 p.m. ET) in order to receive that day's closing price and must be in good order.
Send in Your Application:
Fax: (844) 761-0139
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.)How can my client check the status of his/her new account?
You will receive a "Welcome" e-mail from Lord Abbett within 24 hours of account activation if they provided their e-mail address on the account application.
If no e-mail was provided, please contact a Lord Abbett representative.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can an account be set up with a beneficiary?
To set up an account with a transfer on death beneficiary, step 1 of the General Mutual Fund Application must be completed.
A Transfer on Death (TOD) account allows the client to transfer the account to a beneficiary without the costs or delays of a probate proceeding. He/she can designate a beneficiary(ies) and authorize the transfer of account ownership upon death when establishing a new account.
How can a new account be opened?
To open a nonretirement account, please ask your client to complete and mail in the General Mutual Fund Application.
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Make Account Updates
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How can a beneficiary be added to an account?
To change an existing beneficiary designation or add a new beneficiary to an existing account, please ask your client to complete and mail in the Transfer on Death form.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client enroll in check-writing privileges?
To add check writing to the account, please ask your client to complete and mail in the Enroll in Check-Writing Privileges form.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. – 5:30 p.m. ET, Mon. - Fri.)What paperwork is needed when a child turns the age of majority in an Uniform Gifts or Transfers to Minors (UGMA/UTMA)?
The client may send Lord Abbett a letter stating that the person has now reached the age of majority and that the account should be re-registered in his/her name, along with a copy of the teenager's valid photo ID such as a driver's license or passport. The letter of instruction should be signed by the custodian of the account.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client add or change banking instructions on any account?
Your client may add or update his/her banking information by logging in at the My Account page. Once he/she has logged in, he/she will be able to add or update banking information.
The bank account linked to their Lord Abbett account can also be changed by asking your client to complete and mail in the Bank Authorization Update form.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262Fax: (844) 761-0139
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.) -
Execute Transactions
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What paperwork is required for the beneficiary or executor if my client is deceased?
The executor or beneficiary of the account will need to fill out the Mutual Fund Distribution Due to Death form.
Please note: Lord Abbett will not need an original or certified death certificate if the form is Medallion Signature Guaranteed. Lord Abbett will need an original or certified death certificate if the form is Signature Guaranteed.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client do an exchange between funds on his/her account?
Your client may exchange between funds in his/her account by logging in at the My Account page. On the Portfolio Overview page, click on the Fund Name that he/she would like to exchange, then click on Your Fund Detail.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client set up systematic redemptions on his/her account?
Your client may set up a systematic redemption on his/her account by logging in at the My Account page. On the Portfolio Overview page, click on the Fund Name, then on Your Fund Detail.
Your client also may set up a systematic redemption by completing and mailing in the Systematic Distribution form for a Non-Retirement Account.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client set up systematic purchase on his/her account?
Your client may set up a systematic purchases on his/her account by logging in at the My Account page. On the Portfolio Overview page, click on the Fund Name, then Your Fund Detail.
Your client also may set up systematic purchases by completing and mailing in the Systematic Purchase form.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client set up a systematic exchange on his/her account?
Your client may set up a systematic exchange on his/her account by logging in at the My Account page. On the Portfolio Overviewpage, click on the Fund Name, then click on Your Fund Detail.
Your client also may set up a systematic exchange by completing and mailing in the Systematic Exchange Authorization form.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client change his/her dividends/cap gains options on his/her account?
To change a client's dividend options, your client can log in at the My Account page. On the Portfolio Overview page, click on theFund Name, then Your Fund Detail. Under Take Action, click on Dividends & Cap Gains Options.
Your client also may send Lord Abbett a letter of instruction that provides us with how he/she would like to treat his/her dividends and capital gains (reinvest/cash). The letter will need to be signed by all applicable shareholders.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.). -
General Inquiries
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Why didn't my client receive a 1099 tax form?
A 1099 is produced only when the account produces $10 or more in total dividends.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client order duplicate statements/tax forms?
Your client may order a duplicate statement by logging in at the My Account page. On the Portfolio Overview page, click on the Fund Name, then on Your Fund Detail. Under Take Action, then click Statement.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).What tax services are available at Lord Abbett?
Turbo Tax and H&R Block services are available for your client's convenience on our website.
You or your client may download tax information to either TurboTax or H&R Block by visiting our Tax Center.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).What options are available online?
Account balance—Your client can view his/her account balance online at his/her convenience any time of the day.
Dividend and Capital—Your client can view his/her history of capital gains and earned dividends earned in his/her account.
E-delivery enrollment—Your client can enroll in e-delivery and receive an e-mail of his/her prospectus, fix tax forms, annual reports, statements, and daily confirmations. Lord Abbett provides a history of three years worth of quarterly Statements and tax forms.By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client verify his/her cost basis?
Your client may check his/her average cost basis by logging in at the My Account page. On the Portfolio Overview page, click on the Fund Name, then on Your Fund Detail.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client reset his/her password?
Your client may reset his/her password by clicking on Forgot Password, and then he/she will be prompted to enter his/her User ID.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).
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Open a New Account
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How can a new account be opened?
To open an IRA, Roth IRA, SEP IRA, Rollover IRA, or Decedent IRA, the IRA Application needs to be completed.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Fax: (844) 761-0139
Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).Can a new account be funded electronically?
Your client can open a mutual fund account on the same day by funding the account electronically.
To open and fund an account on the same day, choose Automated Clearing House (ACH) funding in Step 7 of the IRA Application. The application must be received by Lord Abbett before the New York Stock Exchange closes (generally 4:00 p.m. ET) in order to receive that day's closing price and must be in good order.
Mailing information:
Fax: (844) 761-0139
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).Can a second account be opened without additional paperwork?
A Lord Abbett account can now be opened online if there is already an existing account.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.). -
Make Account Updates
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How can my client change the name on his/her account?
To change the name on your client's account, he/she should complete and mail in the Name-Change Request form with a MSG (MSG must be provided).
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client change the address on his/her account?
Your client may change his/her address by logging in at the My Account page. Once he/she has logged in, they will be able to add or update address information. They also may send Lord Abbett a letter of instruction that provides us with their new address information. The letter will need to be signed by all applicable shareholders.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client enroll in check-writing privileges?
To add check-writing privileges to his/her account, they should complete and mail in the Enroll in Check-Writing Privileges form.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client add or change banking instructions on his/her account?
Your client may add or update his/her banking information by logging in from My Account page. Once he/she has logged in, he/she will be able to add or update banking information.
He/she also can change the bank account linked to his/her Lord Abbett account by completing the Bank Authorization Update form.
Mailing information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262Fax: (844) 761-0139
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.). -
Execute Transactions
-
What paperwork is required for the beneficiary or executor if my client is deceased?
The executor or beneficiary on the account will need to fill out an Mutual Fund Distribution Due to Death form.
Please note: Lord Abbett will not need an original or certified death certificate if the form is Medallion Signature Guaranteed. Lord Abbett will need an original or certified death certificate if the form is Signature Guaranteed.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client invest the dividends from one fund into another?
Your client may set up a dividend move from Lord Abbett fund to another Lord Abbett fund by logging in at the My Account page. On the Portfolio Overview page, click on the Fund Name, then Your Fund Detail. Under Take Action, click on Dividends & Cap Gains Options.
Your client also may invest dividends from one Lord Abbett fund into another Lord Abbett fund by completing and mailing in the Div Move Authorization form.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client set up systematic purchase on his/her account?
Your client may set up systematic purchases on his/her account by logging in at the My Account page. On the Portfolio Overview page, click on the Fund Name, then Your Fund Detail.
The client also may set up a systematic purchase by completing and mailing in the Systematic Purchase form.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client do an exchange between funds on his/her account?
Your client may exchange between funds in his/her account by logging in at the My Account page. On the Portfolio Overview page, click on the Fund Name that he/she would like to exchange, then click Your Fund Detail.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client set up a systematic exchange on his/her account?
Your client may set up a systematic exchange on his/her account by logging in at the My Account page. On the Portfolio Overviewpage, click on the Fund Name that he/she would like to exchange, then click Your Fund Detail.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client set up systematic redemptions on his/her account?
Your client may set up a systematic redemption on his/her account by logging in at the My Account page. On the Portfolio Overview page, click on the Fund Name, then Your Fund Detail.
Your client also may set up a systematic redemption by completing and mailing in the Systematic Distribution form for a Non-Retirement Account.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client change his/her dividends/cap gains options on his/her account?
To change a client's dividend options, your client can log in at the My Account page. On the Portfolio Overview page, click on theFund Name, then Your Fund Detail. Under Take Action, click on Dividends & Cap Gains Options.
Your client also may send Lord Abbett a letter of instruction that provides us with how the client would like to treat his/her dividends and capital gains (reinvest/cash). The letter will need to be signed by all applicable shareholders.
Mailing Information:
Regular Mail
Lord Abbett Funds Service Center
P.O. Box 534489
Pittsburgh, PA 15253-4489Overnight Mail
Lord Abbett Funds Service Center
Attention: 534489
500 Ross Street 154-0520
Pittsburgh, PA 15262By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.). -
General Inquiries
-
Why didn't my client receive a 1099 tax form?
A 1099 is produced only when the account produces $10 or more in total dividends.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client order duplicate statement/tax forms?
Your client may order a duplicate statement by logging in at the My Account page. On the Portfolio Overview page, click on the Fund Name, then Your Fund Detail. Under Take Action, then click Statement.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).What tax services are available at Lord Abbett?
Turbo Tax and H&R Block services are available for your convenience on our website. You may download tax information to either TurboTax or H&R Block by visiting our Tax Center.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client find out his/her cost basis?
Your client may check his/her average cost basis by logging in at the My Account page. On the Portfolio Overview page, click on the Fund Name, then on Your Fund Detail.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).What options are available online?
Account balance—Your client can view his/her account balance online at his/her convenience any time of the day.
Dividend and Capital—Your client can view his/her history of capital gains and earned dividends earned in his/her account.
E-delivery enrollment—Your client can enroll in e-delivery and receive an email of his/her prospectus, tax forms, annual reports, statements, and daily confirmations. Lord Abbett provides a history of three years of quarterly statements and tax forms.By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).How can my client reset his/her password?
Your client may reset his/her password by clicking on Forgot Password and he/she will be prompted to enter his/her User ID.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-888-522-2388 (8:00 a.m. - 5:30 p.m. ET, Mon. - Fri.).
ACCOUNT SERVICES
Need help
1-888-522-2388 clientservices@lordabbett.com