Mutual Fund Forms & Applications
For more information, please email: [email protected] or call:
- Financial Professionals - 877.437.9363
- Shareholders - 800.851.0511
| Form | When to use |
| Account Application - Leveraged Funds Account Application - Managed Funds | Use to open a new individual, joint, UGMA, Trust, Corporation, and Association/Partnership Account. Do not use for any type of IRA. |
| Account Options Form | Use to make changes to your existing account(s). |
| IRA Application - Leveraged Funds IRA Application - Managed Funds | Use to open an IRA, rollover IRA, Roth and SEP accounts. |
| IRA Transfer Form - Leveraged Funds IRA Transfer Form - Managed Funds | Use to transfer IRA assets from another IRA Custodian. |
| IRA Beneficiary Addition/Change Form | Use to make a change to your IRA beneficiaries. |
| Education IRA Application - Leveraged Funds Education IRA Application - Managed Funds | Use to open an Education IRA. |
| Entity Account Application - Leveraged Funds Entity Account Application - Managed Funds | Use to open an account as an entity. Do not use for IRA accounts. |
| IRA/Education Custodial Account Agreement | Use when opening an IRA or Educational IRA. |
| Certification of Beneficial Owners | Use to identify individuals with 25% or more ownership in Entity accounts. |
| Automatic Investment Plan | Use to invest funds into your account from a designated bank. |