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Account Maintenance Forms
The following account maintenance forms can be downloaded in PDF format. If you do not have the Adobe Acrobat Reader you may download it for free at www.adobe.com.
If you do not currently have an account with us please visit our Open an Account area.
If you cannot find what you are looking for, or if you have any questions about your account please call our Investor Services Center at 1-800-582-6757 9am-5pm ET, Monday through Friday.
- 403(b) Change of Beneficiary Form
- Affidavit of Domicile
- Automatic Investment Plan (AIP) Form*
- Change of Address Form
- Coverdell Education Savings Account (CESA) Distribution Form
- CESA Rollover Certification Form*
- CESA Transfer Form*
- Investment Slip*
- IRA Change of Beneficiary Form
- Roth IRA Conversion Form (Internal) (from a Domini IRA)*
- Roth IRA Conversion Form (External) (from a non-Domini IRA)*
- IRA Distribution Request Form
- IRA Recharacterization Form
- IRA Rollover Certification Form
- IRA Transfer of Assets/Direct Rollover Form*
- Multiple Purpose Certificate - Corporations
- Multiple Purpose Certificate - Institutional Investors
- Name Change Notification Form
- Power of Attorney
- Required Minimum Distribution Form
- Returned Mail Stop Removal Form
- Telephone Redemption Form
- Wire/ACH Redemption Form
*These forms can be used for Investor shares only. If you need forms for other share classes, please contact us at 1-800-762-6814.