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 NameDownload Link
Investment Slip* Download
Account Forms

Making Changes to Your Account

Document Name

Document Link

Automatic Investment Plan (AIP) Form*

Name Change Notification Form

Change of Address Form

Redemption Form

Telephone Redemption Form

Wire/ACH Processing Form

Transfer on Death Beneficiary Registration Form

Limited Agent Authorization

Affidavit of Domicile

Processing Form / Letter of Instruction

Account Registration Change Form/Minor to Adult

Document NameDownload Link
Automatic Investment Plan (AIP) Form* Download
Name Change Notification FormDownload
Change of Address FormDownload
Redemption FormDownload
Telephone Redemption FormDownload
Wire/ACH Processing FormDownload
Transfer on Death Beneficiary Registration FormDownload
Limited Agent AuthorizationDownload
Affidavit of DomicileDownload
Processing Form / Letter of InstructionDownload
Account Registration Change Form/Minor to AdultDownload
Account Forms

Retirement Accounts

Document Name

Document Link

Traditional IRA Transfer Request*

Roth IRA Transfer Request*

Simple IRA Transfer Request*

IRA Rollover Certification Form

Roth IRA Conversion Form (Internal) (from a Domini IRA)*

Roth IRA Conversion Form (External)

IRA Recharacterization Form

IRA Distribution Request Form

Required Minimum Distribution Form

IRA Change of Beneficiary Form

IRA Self-Certification for Acceptance of a Late Rollover Contribution Form

SIMPLE IRA Distribution Request Form

Document NameDownload Link
Traditional IRA Transfer Request* Download
Roth IRA Transfer Request*Download
Simple IRA Transfer Request*Download
IRA Rollover Certification FormDownload
Roth IRA Conversion Form (Internal) (from a Domini IRA)*Download
Roth IRA Conversion Form (External)Download
IRA Recharacterization FormDownload
IRA Distribution Request FormDownload
Required Minimum Distribution FormDownload
IRA Change of Beneficiary FormDownload
IRA Self-Certification for Acceptance of a Late Rollover Contribution FormDownload
SIMPLE IRA Distribution Request FormDownload
IRAs

403(b) Plans

Document Name

Document Link

403(b) Distribution Packet

403(b) Change of Beneficiary Form

Document NameDownload Link
403(b) Distribution PacketDownload
403(b) Change of Beneficiary FormDownload
403(b) Plans

College Savings Accounts

Document Name

Document Link

Coverdell Education Savings Account Transfer Request*

Coverdell Education Savings Account Rollover Certification Form*

Coverdell Education Savings Account Distribution Form

Document NameDownload Link
Coverdell Education Savings Account Transfer Request*Download
Coverdell Education Savings Account Rollover Certification Form*Download
Coverdell Education Savings Account Distribution FormDownload
Coverdell Accounts

Corporations and Institutional Investors

Document Name

Document Link

Multiple Purpose Certificate – Corporations

Multiple Purpose Certificate – Institutional Investors

Document NameDownload Link
Multiple Purpose Certificate – CorporationsDownload
Multiple Purpose Certificate – Institutional InvestorsDownload
Corporate and Institutional Accounts

*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.