Use this form to update a shareholder's account information, such as their name, address of record, distribution instructions, broker-dealer and advisor; to add an interested party; and to establish, modify or delete a systematic purchase plan/automatic investment plan.
Use this form to change the custodian of record on an account. Originals are required due to medallion signature guarantees.
For individual accounts or accounts for joint tenants with rights of survivorship, use this form to add a beneficiary.
This form must be completed if the trust documents can't be provided when establishing a trust account.
This combined traditional/Roth IRA kit provides forms for IRA applications, transfer/rollover requests, additional instructions, beneficiary changes and withdrawal/distribution requests.
If you need additional assistance, please call our Client Relations team, Monday–Friday 8 a.m. to 5 p.m. Central Time at 877-628-8575.