Account Maintenance Forms
The following account maintenance forms can be downloaded in PDF format. If you do not have Adobe Reader, you may download it for free at www.adobe.com.
If you do not currently have an account with us, applications are available for download in the 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 Shareholder Services Center at 1-800-582-6757 (Weekdays, 9am-5pm Eastern Time).
All Account Types
Make Changes to Your Account
- Automatic Investment Plan (AIP) Form*
- Name Change Notification Form
- Change of Address Form
- Returned Mail Stop Removal Form
- Telephone Redemption Form
- Wire/ACH Redemption Form
- Power of Attorney
- Affidavit of Domicile
- IRA Transfer of Assets/Direct Rollover Form*
- IRA Rollover Certification Form
- Roth IRA Conversion Form (Internal) (from a Domini IRA)*
- Roth IRA Conversion Form (External) (from a non-Domini IRA)*
- IRA Recharacterization Form
- IRA Distribution Request Form
- Required Minimum Distribution Form
- IRA Change of Beneficiary Form