Mutual and Money Funds
Account Opening
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Account Opening |
Money Fund AccountSM Application - S Corp/C Corp/LLC (MMF-10A) |
|
Account Opening |
Money Fund AccountSM Application - Individual/Joint/UTMA/UGMA (MMF-10B) |
|
Account Opening |
Money Fund AccountSM Application - Trust/Estate/Sole Prop (MMF-10C) |
|
Account Opening |
New Account Application Class S-Entity-S Corp/C Corp/LLC (Form-10SA) |
|
Account Opening |
New Account Application Class S-Trust/Estate/Sole Prop (Form-10SB) |
|
Account Opening |
New Account Application Class S-Individual/Joint/UTMA/UGMA (Form-10SC) |
Account Changes
Transactions
|
Transactions |
Letter of Intent (Form-14) |
|
Transactions |
Redemption Request (Form-24) |
Closed-End Funds
Account Changes
|
Account Changes |
Transfer on Death (TOD) Application |
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Account Changes |
Transfer on Death Affidavit |
|
Account Changes |
Transfer on Death Change of Beneficiary Designation |
|
Account Changes |
Power of Attorney Affidavit and Indemnification Form (POA-AFF) |
|
Account Changes |
Non-IRA Electronic Account Services |
|
Account Changes |
Change of Account Ownership |
|
Account Changes |
Voluntary Cash Purchase Program and Dividend Reinvestment Plan Enrollment Form |
|
Account Changes |
Germany: Voluntary Cash Purchase Program and Dividend Reinvestment Plan Enrollment Form |
Retirement Planning
403(b) Forms
|
403(b) Forms |
403(b)(7) Distribution Request Form (Form-06R) |
|
403(b) Forms |
403(b)Custodial Agreement |
|
403(b) Forms |
Inherited Retirement Account Distribution Request (IRA-10G) |
|
403(b) Forms |
403(b) Account Beneficiary Designation Form (Form-11-403B) |
Simplified Profit Sharing & Money Purchase Plan
|
Simplified Profit Sharing & Money Purchase Plan |
Beneficiary Form (INT-FM05) |
|
Simplified Profit Sharing & Money Purchase Plan |
Distribution Request Form (INT-FM46) |
|
Simplified Profit Sharing & Money Purchase Plan |
Decedent IRA Application (IRA-10F) |
|
Simplified Profit Sharing & Money Purchase Plan |
Inherited Retirement Account Distribution Request (IRA-10G) |
|
Simplified Profit Sharing & Money Purchase Plan |
Pre-Retirement Survivor Annuity Notice (INT-NU18) |
IRAs
Account Changes
|
Account Changes |
IRA application and disclosures (IRA-10) |
|
Account Changes |
Decedent IRA Application (IRA-10F) |
|
Account Changes |
IRA Beneficiary Designation (Form-11) |
|
Account Changes |
IRA Electronic Transfer Services Form (IRA-10C) |
|
Account Changes |
IRA Rollover/Transfer Form (IRA-10D) |
|
Account Changes |
Spousal Inherited Retirement Form (IRA-SIRF) |
|
Account Changes |
IRA Custodian Disclosure Statement and Plan Agreement (IRA-10A) |
Distribution
|
Distribution |
Internal Roth IRA Conversion (IRA-10H) |
|
Distribution |
Inherited Retirement Account Distribution Request (IRA-10G) |
|
Distribution |
IRA Distribution Request (IRA-10E) |
|
Distribution |
IRA Required Minimum Distribution Request (RMD-Form) |
Children and Education
Account Opening
Account Changes
|
Account Changes |
Coverdell Education Savings Account Beneficiary Designation (Form-E11) |
|
Account Changes |
Coverdell Education Savings Account Disclosure Statement (IRA-E70A) |