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 |
Making Changes to Your Account
Document Name
Document Link
Automatic Investment Plan (AIP) Form*
Account Preferences Change Form
Redemption Form
Beneficial Owner Certification Form
Power of Attorney Certification Form
Transfer on Death Beneficiary Registration Form
Limited Agent Authorization
Processing Form / Letter of Instruction
Account Registration Change Form/Minor to Adult
| 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 |
Retirement Accounts
Document Name
Document Link
IRA Transfer Request Form*
IRA Rollover Certification Form
Roth IRA Conversion Form (Internal) (from a Domini IRA)*
Roth IRA Conversion Form (External)
IRA Distribution Request Form
IRA Change of Beneficiary Form
IRA Self-Certification for Acceptance of a Late Rollover Contribution Form
SIMPLE IRA Distribution Request Form
Domini 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 |
403(b) Plans
Document Name
Document Link
403(b) Distribution Packet
403(b) Change of Beneficiary Form
| Document Name | Download Link |
|---|---|
| 403(b) Distribution Packet | Download |
| 403(b) Change of Beneficiary Form | Download |
College Savings Accounts
Document Name
Document Link
Coverdell Education Savings Account Transfer Request Form*
Coverdell Education Savings Account Rollover Certification Form*
Coverdell Education Savings Account Distribution Form
| 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.