Applications and Forms

• Individual Account Application, Joint Account Application, Uniform Gift or Transfer to Minor (UGMA / UGTM) Entity Account Application
• Entity Account Application
• IRA Application For Traditional, ROTH, SEP, and SIMPLE IRAs
• IRA/Qualified Plan Distribution Request
• IRA Disclosure Statement
• Cost Basis Method Election Form
• Redemption Form
• IRA Beneficiary Addition/Change Form
• Transfer on Death (TOD)/Paid on Death (POD) Designation Form
• Account Options Form
• Certification of Beneficial Owners
• Emerging Markets Fund: Form 8937
• Emerging Markets Fund: Proxy Statement