Forms & Applications
Uniform Application - Class A / C / I / Y Shares
UGMA-UTMA Custody Transfer Form
Important Notice Regarding IRA Rollovers
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)
NAV Investment Restriction Letter
Transfer on Death (TOD) Registration Request Form
Electronic Deposit Request (ACH) Form
Shareholder Transaction Requirements
(Redemption, Name Change, Address Change, Deceased Shareholder)