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Forms & Applications

Uniform Application - Class A / C / I / Y Shares

UGMA-UTMA Custody Transfer Form

IRA Kit
(Individual Retirement Account, Traditional IRA, SEP IRA, and Roth IRA)

IRA - Required Minimum Distribution Form

IRA - Distribution Request Form

IRA - Beneficiary Designation Change Form

Roth IRA Conversion - Internal
(use to covert an IRA already with Aquila/BNY)

Roth IRA Conversion - External
(use to convert an IRA coming to Aquila/BNY from another institution)

IRA Recharacterization - Internal
(use when IRA is already with Aquila/BNY)

IRA Recharacterization - External
(use when contribution being recharacterized is coming to Aquila/BNY from another institution)

Inherited IRA - Distribution Request Form

Inherited IRA - Non-Spouse, Trust, Estate or Entity Beneficiary IRA Inheritance Request Form

Inherited IRA - Spouse Beneficiary IRA Inheritance Request Form

Letter of Intent

NAV Investment Restriction Letter

Account Maintenance Form

Transfer on Death (TOD) Registration Request Form

Affidavit of Domicile

Name Change Form

Broker Dealer Change Form

Cost Basis Election Form

Trusted Contact Designation Form

  • Our Funds
    • Aquila Tax-Free Trust of Arizona
    • Aquila Tax-Free Fund of Colorado
    • Hawaiian Tax-Free Trust
    • Aquila Tax-Free Trust of Oregon
    • Aquila Narragansett (RI) Tax-Free Income Fund
    • Aquila Tax-Free Fund For Utah
    • Aquila High Income Fund
    • Aquila Opportunity Growth Fund
    • All Funds
  • Our Firm
    • A Careful Approach for Today’s Markets
    • Overview & Guiding Principles
    • Our People
    • Management Team
    • Regional Sales Managers
    • How We Invest
  • Insights & Resources
    • Aquila Insights
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Aquila’s Financial Professional Center contains information intended for Financial Professional use only. Therefore, the Financial Industry Regulatory Authority (FINRA) requires us to limit access to this area to Investment Advisors, Brokers, and other Investment Professionals only. If you are a Financial Professional and would like a password to enter this area, please call Aquila at 1-800-437-1020.