Onobarding of New Broker-Dealers

• Contact Dreyfus Institutional Servicing at 1-800-242-8671 or your Dreyfus relationship manager to initiate a request for a new dealer code.
• A standard Broker-Dealer Selling Agreement & Intermediary Information Form for Broker-Dealers will be e-mailed directly to you.
• Complete and return to Dreyfus Institutional Servicing:
• Two signed original Broker-Dealer Selling Agreements
• Intermediary Information Form for Broker-Dealers (this form contains questions regarding general firm and customer information, key firm contacts as well as regulatory information)
• A copy of your firm's Form B-D

Onboarding of New Broker-Dealer Money Market Accounts

If by the Intermediary for Omnibus, Nominee Name, and Fully Disclosed Registrations:

• Complete the Dreyfus Financial Intermediary Account Application – Money Market Mutual Fund and return to Dreyfus Institutional Servicing signed by the Intermediary.

• If the account will be registered using the shareholder’s Tax ID, a valid IRS Form W-9 (most current version posted on the IRS website) signed by the shareholder, must accompany the application.

If by the Shareholder For Fully Disclosed Registrations (Not required if Intermediary Application completed):

• Complete the Financial Intermediary Fully Disclosed Business Account Application and return to Dreyfus Institutional Servicing signed by the Shareholder.

NOTES FOR CORPORATIONS (Shareholder application only):

• Include a copy of Articles of Incorporation.
• A Corporate Resolution and Certificate of Incumbency or Secretary Certificate with a raised corporate seal may be accepted in lieu of the information required on Section 12 of the Dreyfus Family of Funds Account Application.
• If not included as part of the documentation above, you can add authorized traders by providing a letter of instruction listing the traders, signed by an authorized party on the account. 

Please complete all fields in blue or black ink. If you are completing this application electronically, all items except the signature may be filled in electronically. Signatures must be handwritten and the signed application should be sent to the address below. If you would like Dreyfus to review your application prior to submission

Onboarding of New Corporate Accounts

• Contact Dreyfus Institutional Servicing at 1-800-242-8671 or your Dreyfus relationship manager
• Complete and return to Dreyfus Institutional Servicing:
• Dreyfus Family of Funds Money Market Direct Account Application
• Copy of Articles of Incorporation

Notes for Corporations

• A corporate resolution or Certificate of Incumbency or Secretary Certificate with a raised corporate seal may be accepted in lieu of the information required on Sections 7 A & C of the Dreyfus Family of Funds Account Application.
• If not included as part of the documentation above, you can add authorized traders by providing a letter of instruction listing the traders, signed by an authorized party on the account.

Please complete all fields in blue or black ink. If you are completing this application electronically, all items except the signature may be filled in electronically. Signatures must be handwritten and the signed application should be sent to the address below. If you would like Dreyfus to review your application prior to submission, please contact us at 1-800-242-8671 or your relation manager.