Account Forms
Need to set up an automatic contribution plan? Rollover or transfer funds? Make a change to an account or open a new one?*
All the forms you need are right here. You can either fill in the form online and then print and mail it, or you can download, print and fill in the form manually.
Mail completed form to:
PO Box 8100
Boston, MA 02266-8100
OR
30 Dan Road
Canton, MA 02021
†Use this address for overnight mail.
All forms are in PDF format and require the free Adobe Acrobat Reader
What would you like to do?
Select any of our forms from the list below; click the "sample" link to see a sample completed form:
- Open an account
- Set up banking information and/or an automatic contribution plan (sample)
- Make an additional contribution by mail (sample)
- Rollover or transfer from another account* (sample)
- Make a withdrawal (sample)
- Set up automatic payroll deduction (sample)
- Rebalance or transfer funds among investment portfolios* (sample)
- Change address, phone number or contingent account owner (sample)
- Change your account owner or beneficiary (sample)
- Create a power of attorney
* Before doing a transfer or rollover from another account, be sure to consider the differences in features and costs, and possible tax consequences.
To open an account, read the Disclosure Booklet carefully, then select from one of these three Account Applications:
- Individual Account (sample)
- Custodial Account for a Minor (UGMA/UTMA) (sample)
- Entity Account (sample)
