Documents are best viewed in
Adobe Reader 7.0 or newer.
| New Accounts | Download |
| Open a Regular Account |  |
| Open a Coverdell Education Savings Account | |
| Open a Retirement Account | |
| IRA and Coverdell Education Savings Account Disclosure Statement and Custodial Agreement | |
| Change Your Existing Account | |
| Change of Address | |
| Education Savings Account Distribution Instructions | |
| IRA Beneficiary Change Instructions | |
| IRA Distribution Instructions | |
| Non-Retirement Redemption Instructions | |
| Transfer an IRA | |
| Transfer on Death | |
| Transmit SIMPLE IRA Contribution | |
| Money Market Fund | |
| Open a Regular Money Market Account | |
| Open an IRA Money Market Account | |
Business owners wishing to establish a new SIMPLE or SEP: Consult with your tax advisor to determine which plan is appropriate for your particular situation. Obtain and complete an IRS Form 5305-SIMPLE or Form 5305-SEP and keep it on file.
Mutual fund investing involves risk including the possible loss of principal.
Consider a fund's investment objectives, risks, charges and expenses carefully before investing. The Statutory and, where available, The Summary Prospectuses contain this and other important information and are available by downloading a prospectus or calling 1-800-220-8888. Read carefully before investing.