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 [1].
If you do not currently have an account with us please visit our Open an Account [2] 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 [3]
- Affidavit of Domicile [4]
- Automatic Investment Plan (AIP) Form [5]*
- Change of Address Form [6]
- Coverdell Education Savings Account (CESA) Distribution Form [7]
- CESA Rollover Certification Form [8]*
- CESA Transfer Form [9]*
- Investment Slip [10]*
- IRA Change of Beneficiary Form [11]
- Roth IRA Conversion Form (Internal) [12] (from a Domini IRA)*
- Roth IRA Conversion Form (External) [13] (from a non-Domini IRA)*
- IRA Distribution Request Form [14]
- IRA Recharacterization Form [15]
- IRA Rollover Certification Form [16]
- IRA Transfer of Assets/Direct Rollover Form [17]*
- Multiple Purpose Certificate - Corporations [18]
- Multiple Purpose Certificate - Institutional Investors [19]
- Name Change Notification Form [20]
- Power of Attorney [21]
- Required Minimum Distribution Form [22]
- Returned Mail Stop Removal Form [23]
- Telephone Redemption Form [24]
- Wire/ACH Redemption Form [25]
*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.