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Account Forms

MUTUAL FUND DIGITAL FORMS - Click on form below

Form to be completed by the Financial Professional to send to client for electronic signatures.

Definitions and Usage of Digital Account Forms

Account Options Form
Add/Change or Removal of Dealer Authorization Form
Address Change Form
Beneficiary Designation Form
Cost Basis Election Form
Name Change Form

GENERAL ACCOUNT MANAGEMENT FORMS - DOWNLOADS

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Account Options Form Download Subscribe
Affidavit of Domicile Download Subscribe
Broker NAV Purchase Authorization Form Download Subscribe
Change of Address Authorization Form Download Subscribe
Change of Registration Form Download Subscribe
Checkwriting Privilege Form Download Subscribe
Cost Basis Election Form Download Subscribe
Dealer Change / LOI-ROA Form Download Subscribe
Multi-purpose Certification Form Download Subscribe
Name Change Form Download Subscribe
POWER OF ATTORNEY APPOINTMENT AND INDEMNIFICATION AGREEMENT Download Subscribe
Redemption Authorizaton Form Download Subscribe

RETIREMENT ACCOUNT FORMS

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Inherited IRA Successor Beneficiary Distribution Request Form Download Subscribe
IRA Beneficiary Distribution Request Form Download Subscribe
Individual Retirement Account Beneficiary Designation Form Download Subscribe
Roth IRA Distribution Form Download Subscribe
Required Minimum Distribution Request Form Download Subscribe
ROTH IRA Certification of Direct Rollover of Assets From a 529 Plan Download Subscribe
Roth Conversion Request Form Download Subscribe
IRA Self-Ceritification for Acceptance of a Large Rollover Contribution Download Subscribe
IRA Transfer Request Form Download Subscribe

MARK-307375-2022-10-10

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