Account Forms
Need to set up banking information or an automatic contribution plan? Roll over or transfer funds? Make a change to an account or open a new one?
All the forms you need are right here. You can print, complete and mail to:
Mail completed form(s) to:
PO Box 8101
Boston, MA 02266-8101
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 an automatic contribution plan (sample)
- Set up automatic payroll deduction through your employer (sample)
- Make an additional contribution by mail (sample)
- Roll over or transfer from another account* (sample)
- Make a withdrawal (sample)
- Rebalance or transfer funds among investment options* (sample)
- Change address, phone number or contingent account owner (sample)
- Change your account owner (sample)
- Change your beneficiary (sample)
To open an Account, read the Disclosure Booklet carefully, then select from one of these three Account Applications. Remember you can also open an account online.
- Individual Account (sample)
- Custodial Account for a Minor (UGMA/UTMA) (sample)
- Entity Account (sample)
*Before doing a transfer or rollover from another account, be sure to consider the differences in features and costs, and possible tax consequences.
