Forms Library
Shareholders can perform routine maintenance features on their accounts easily by filling in the form online, printing it and then submitting to address on the form.
Use Adobe Acrobat Reader to view and fill-in the following forms.
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| Form | Purpose |
Fill-in/Print File |
| 403(b) Plan Distribution Form | Request a distribution from your 403(b) | |
| Address Change | Change the address of record on your account. |
|
| Automated Investment Plan | Activate automatic investment privileges. |
|
| Beneficiary Change | Change designated beneficiary. |
|
| Broker/Dealer Change | Change the broker/dealer of record on your account. |
|
| Change Dividend and Capital Gain Option | Change options to reinvest or pay out dividends and capital gains | |
| Fund Redemption | Redeem funds by mail. |
|
| IRA Distribution Request | Redeem funds from your IRA. |
|
| Letter of Intent | Letter of Intent for reduced sales charges |
|
| Registration Change | Change account registration |
|
| Systematic Withdrawal Plan Application |
Activate systematic withdrawal. |
|
| Telephone Redemption | Apply for telephone redemption privileges. |
|
| Transfer on Death Registration Form |
Adding Transfer on Death Registration to an existing account. | |
| Transfer on Death Affidavit | Affidavit and registration form for nonprobate transfer to listed beneficiary for transfer on death account | |
| Update Banking Instructions | Add or update the banking instructions on your account. | |
| W9 | From the IRS. |
