If you would like to open a mutual fund account for an Individual or Joint Account, Gift/Transfer to a Minor (UGMA/UTMA), Trust Corporation or Partnership:
The fastest, easiest way to invest. It's secure, simple to use, and money transfers directly from your bank account.
Apply by mail
Simply print, fill in and mail this form with your investment. Your account will be established and invested when your application and check are received.
This guide will help you to establish a Traditional, Roth or Rollover IRA. It also includes transfer/rollover and conversion forms.
To request a distribution from a Traditional IRA, Roth IRA, SEP IRA or a Coverdell ESA, fill out and return this form.