Account Maintenance Form

Use this form for non-financial maintenance such as updating a Shareholder’s name, address, date of birth, SSN, bank information or to add an additional mailing address.

Express Transaction Form

Use this form to establish telephone & internet options on an account

60 Day Reinvestment Form

Use this form to exercise your 60-day reinvestment privilege and reinvest redemption proceeds at the current net asset value without an initial sales charge.

Exchange Account Service Request Form

Use this form to process a one-time exchange in a Non-Retirement, Retirement, or Coverdell account.

Purchase Account Service Request Form

Use this form to make a one-time investment into an existing account.

Automatic Investment Service (AIS) Form

Establish automatic investments into your existing account through electronic transfers from your checking or savings account.

Systematic Exchange Service Request Form

Use this form for non-financial maintenance such as updating a Shareholder’s name, address, date of birth, SSN, bank information or to add an additional mailing address.

Dividend / Capital Gain Distribution Options Form

Establish or update dividends and capital gains distributions options.

Exchange Account Service Request

Use this form to process a one-time exchange in a Non-Retirement, Retirement, or Coverdell account

IRA/ESA Plan Type Rollover Request

Use this form for a one-time transfer out of an IRA (Traditional, Roth, SIMPLE or SEP), Coverdell, or Inherited IRA’s into an existing account

IRA/ESA Plan Type Redemption Request

Use this form for a one-time distribution from an IRA (Traditional, Roth, SIMPLE or SEP), Coverdell, or Inherited IRA’s

403(b), 457, & Individual(k) Plan Redemption Request

Use this form for a one-time redemption from a TSA, 457, TSA 403B, Roth TSA, Exclusive K, 401K Roth 401K, PSP, MPP, or a Defined Benefit Plan.

Traditional & SEP IRA Custodial Account Agreement

Roth IRA Custodial Account Agreement

SIMPLE IRA Custodial Account Agreement

403(b)(7) Custodial Account Agreement

Coverdell ESA Custodial Account Agreement

Automatic Investment Service Form

Use this form to establish, cancel, defer, or make a change for an Automatic Investment Service

Flexible Withdrawal Service From

Use this form to establish, cancel, defer, or make a change for a Flexible Withdrawal Service for Retirement & Non-Retirement Accounts

Systematic Exchange Service Form

Use this form to establish, cancel, defer, or make a change for a Systematic Exchange Service

Beneficiary Life Expectancy FWS

Use this form to establish, cancel, defer, or make a change for Ivy Funds Direct to Fund Required Minimum Distribution Program for Inherited accounts

Dividend / Capital Gain Distribution Options Form

Use this form to establish or update dividends and capital gains distributions options.

Express Transaction Form

Use this form to establish telephone & internet options on an account

Account Maintenance Form

Use this form for non-financial maintenance such as updating a Shareholder’s name, address, date of birth, SSN, bank information or to add an additional mailing address

Beneficiary Designation for Individual Retirement Accounts

Use this form to establish or change a beneficiary designation an IRA (Traditional, Roth, SIMPLE or SEP) Coverdell, TSA 403B, Roth 403B, or Governmental 457

Beneficiary Designation for Qualified Retirement Plans

Use this form to establish or change a beneficiary designation for Exclusive K, 401K Roth 401K, PSP, MPP, Defined Benefit Plan, etc.

Successor Beneficiary Designation Form

Use this form to establish or change a beneficiary designation on an Inherited IRA (Traditional, Roth, SIMPLE or SEP), TSA 403B, Roth 403B, & Gov. 457

Multi-Transaction Account Service Request

Use this form to process a one-time redemption, exchange, or transfer from a Non-Retirement account

Exchange Account Service Request Form

Use this form to process a one-time exchange in a Non-Retirement, Retirement, or Coverdell account

Purchase Account Service Request Form

Use this form to make a one-time investment into an existing account

Contribution Account Service Request

Use this form to make a one-time contribution from a Non-Retirement account into a Retirement account

Automatic Investment Service Form

Use this form to establish, cancel, defer, or make a change for an Automatic Investment Service

Flexible Withdrawal Service From

Use this form to establish, cancel, defer, or make a change for a Flexible Withdrawal Service for Retirement & Non-Retirement Accounts

Systematic Exchange Service Form

Use this form to establish, cancel, defer, or make a change for a Systematic Exchange Service

Dividend / Capital Gain Distribution Options Form

Use this form to establish or update dividends and capital gains distributions options

Express Transaction Form

Use this form to establish telephone & internet options on an account

Account Maintenance Form

Use this form for non-financial maintenance such as updating a Shareholder’s name, address, date of birth, SSN, bank information or to add an additional mailing address.

Beneficiary Designation for Transfer on Death

Use this form to establish or change a beneficiary designation on Non-Retirement Accounts