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Use this form to open an individual, custodial or joint tenant non-retirement mutual fund account.

Use this form to open an account for a trust, estate, corporation, partnership or qualified retirement plan (not for your personal IRA).

Use this form to update the address on your account(s).

Use this form to add TOD (Transfer on Death) beneficiaries to your non-retirement account. (Not available on Custodial accounts).

Use this form to establish Automatic Clearing House (ACH) status for your account. ACH allows you to electronically link your bank and mutual fund accounts. This form must be completed if you intend to request a purchase of shares via the Internet.

Use this form to establish checkwriting privileges on your money market fund(s) (Not available on Retirement accounts).

Use this form to update the cost basis election on your taxable account(s).

Use this form to update the name on your account(s).

Use this form to request a distribution from your non-retirement account.

Use this form to re-register/transfer some or all of your shares into another account (existing or new). This form cannot be used for Retirement accounts.

Please complete this form to obtain a transcript of your account. This form only applies to requests for transcripts prior to 2006. For transcripts after 2006, please contact our Retail Services Group.

Use this form to establish automatic investments on your account, including purchases and redemptions. This form may also be used to establish dollar cost averaging (DCA).

This form is used to request a taxpayer identification number and certification. Clicking on the W-9 link above will bring you to the IRS web site.

This form certifies the foreign status of beneficial owner for U.S. tax withholding. Clicking on the W-8 link above will bring you to the IRS web site.