More Information

 If you are a direct shareholder, meaning you held shares in Columbia Mutual Funds directly through Columbia including through Columbia’s transfer agent, Columbia Funds Services, Inc. you DO NOT need to submit a Proof of Claim

If you are having difficulty providing documentation showing your relevant mutual fund holdings, please consider the following:   

·       Review your historical, financial records such as hard copy account statements, electronic statements, tax returns or schedules, or any other records you may have showing your mutual fund holdings during the class period.
 
·       If you cannot locate documentation within your personal records, and you held mutual fund shares through a brokerage house or other intermediary, contact your broker, custodian, financial advisor, etc. and request copies of your financial statements during the class period.
 
·       If you cannot locate or obtain any documentation showing your mutual fund holdings during the class period, submit a “Proof of Claim Form” with the most recent statement or documentation showing that you held shares in the eligible mutual funds and/or a written schedule of what you believe your holdings were in the eligible mutual funds during the class period.  If you are unsure of what your mutual fund holdings were, still fill out the Proof of Claim Form and provide as much information as possible.  Also provide a written and signed statement explaining that you are unable to provide all necessary documentation and that the Proof of Claim Form was accurately prepared to the best of your knowledge.
 
If you have questions, please contact the Claims Administrator at 1-877-690-7105 or via email at:  info@columbiamutualfundlitigation.com