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 Kit

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