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Account Service Requests

Account Service Requests
IRA Disclosure Statement
Updated as of: 01/29/14

Information Kit, Disclosure Statement and Custodial Agreement

43 pages
 
 
IRA Rollover C
Updated as of: 11/25/14

 

3 pages View more details >

IRA Transfer B
Updated as of: 11/25/14

 

3 pages View more details >

 
IRA Beneficiary Designation
Updated as of: 11/30/07

Select a beneficiary for an existing IRA.

2 pages View more details >

 
IRA Distribution Request
Updated as of: 02/25/15

Use this form for systematic distributions and partial and complete liquidations of a Traditional, Roth or SEP IRA.

3 pages View more details >

Sales Charge Waiver
Updated as of: 05/22/12

Use this sales charge waiver form with the purchase of qualified share class investments.

1 page View more details >

 
SIMPLE IRA Rep and/or Dealer Change
Updated as of: 06/25/14

Add or change the representative and/or dealer on an existing SIMPLE IRA account.

1 page View more details >

Transfer on Death Request
Updated as of: 10/01/14

Add or change transfer on death beneficiary(s) to your non-qualified Direct account

3 pages View more details >