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 (Monday to Friday, 9 a.m. – 6 p.m. EST).
All Account Types
Document Name
Download Link
Investment Slip*
| Document Name | Download Link |
|---|---|
| Investment Slip* | Download |
Standard (Non-Retirement) Accounts
Document Name
Document Link
Account Preferences Change Form
Account Registration Change Form (Minor to Adult)
Automatic Investment Plan (AIP) Form*
Certification Regarding Beneficial Owners
Designation of Transfer on Death (TOD) Beneficiary Form
Letter of Instruction Form
Limited Agent Authorization
Non-Retirement Account Transfer Form
Power of Attorney Certification Form
Redemption/Exchange Form
| Document Name | Download Link |
|---|---|
| Automatic Investment Plan (AIP) Form* | Download |
| Name Change Notification Form | Download |
| Change of Address Form | Download |
| Redemption Form | Download |
| Telephone Redemption Form | Download |
| Wire/ACH Processing Form | Download |
| Transfer on Death Beneficiary Registration Form | Download |
| Limited Agent Authorization | Download |
| Affidavit of Domicile | Download |
| Processing Form / Letter of Instruction | Download |
| Account Registration Change Form/Minor to Adult | Download |
Individual Retirement Accounts (IRA)
Document Name
Document Link
IRA Beneficiary Designation Change Form
IRA Certification of Rollover of Assets
IRA Request for Distributions
IRA Self-Certification for Acceptance of a Late Rollover Contribution
IRA Transfer of Assets Form*
Roth IRA Conversion Form (External)
Roth IRA Conversion Form (Internal) (from a Domini IRA)*
SIMPLE IRA Distribution Request Form
Systematic Withdrawal Plan Form
| Document Name | Download Link |
|---|---|
| Traditional IRA Transfer Request* | Download |
| Roth IRA Transfer Request* | Download |
| Simple IRA Transfer Request* | Download |
| IRA Rollover Certification Form | Download |
| Roth IRA Conversion Form (Internal) (from a Domini IRA)* | Download |
| Roth IRA Conversion Form (External) | Download |
| IRA Recharacterization Form | Download |
| IRA Distribution Request Form | Download |
| Required Minimum Distribution Form | Download |
| IRA Change of Beneficiary Form | Download |
| IRA Self-Certification for Acceptance of a Late Rollover Contribution Form | Download |
| SIMPLE IRA Distribution Request Form | Download |
Coverdell Education Savings Accounts (ESA)
Document Name
Document Link
Coverdell ESA Transfer Request*
Coverdell ESA Certification of Rollover Assets*
Coverdell ESA Withdrawal Authorization Form
403(b) Plans
Document Name
Document Link
403(b) Distribution Packet
403(b) Beneficiary Designation Change Form
| Document Name | Download Link |
|---|---|
| 403(b) Distribution Packet | Download |
| 403(b) Change of Beneficiary Form | Download |
| Document Name | Download Link |
|---|---|
| Coverdell Education Savings Account Transfer Request* | Download |
| Coverdell Education Savings Account Rollover Certification Form* | Download |
| Coverdell Education Savings Account Distribution Form | Download |
Corporations and Institutional Investors
Document Name
Document Link
Multiple Purpose Certificate
| Document Name | Download Link |
|---|---|
| Multiple Purpose Certificate – Corporations | Download |
| Multiple Purpose Certificate – Institutional Investors | Download |
*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.