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| Account Applications | |||
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403(b) Application
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Complete this application to establish a 403(b) account.
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Beneficiary IRA Application
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Complete this application to establish a Beneficiary IRA. The IRS Form W-4R referenced in Section 8 can be located here: https://www.irs.gov/pub/irs-pdf/fw4r.pdf
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Business Entities Account Application
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Complete this application to establish an account for business entities.
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Coverdell Education Savings Account Application
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Complete this application to establish a new education savings account (ESA). Read the Coverdell Education Savings Account Custodial Agreement and Disclosures document before you establish the account.
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Individual, Joint, UGMA/UTMA, or Guardianship Account Application
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Complete this application to establish an individual, joint, UGMA/UTMA, or guardianship account.
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IRA Application
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Complete this application to establish a traditional, Roth, or SEP-IRA. Read the IRA Disclosure Document and Custodial Agreement before you establish a new IRA.
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Trust or Estate Account Application
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Complete this application to establish an account for a trust or estate.
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| Affidavit & Certification Forms | |||
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IRA/ESA Beneficiary Surviving Child Certification
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Complete this certification if you are the personal representative for the estate of an IRA or ESA owner if the owner has children but does not have a surviving beneficiary or surviving spouse.
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| Authorization & Verification Forms | |||
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Advisor Trading Authorization
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Complete this form to establish trading authorization on your account(s).
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Affidavit of Surviving Children—No Probated Estate
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Complete this affidavit for the surviving children of an Individual Retirement Account or Education Savings Account whose estate will not be probated.
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Business Entities Authorized Signers and Traders
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Complete this form to designate individuals authorized to act on behalf of your organization or business.
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Business Entities Third Party Authorization
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Complete this form to designate third party individuals to receive account information.
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Checkwriting Authorization
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Complete this form to establish the checkwriting option on your nonretirement account (available on select funds only).
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Name Change Authorization
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Complete this form if your name has changed due to marriage, divorce, or other reasons.
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Payroll Direct Deposit Authorization
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Complete this form and provide it to your payroll department to contribute a portion of your paycheck into your mutual fund account.
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