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| Select One | |
Please click on the application link which best describes you or your Institution. | |
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 (pdf 82kb) |
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AMF IRA Application |
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(pdf 44kb) |
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AMF Beneficiary Designation |
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(pdf 332kb) |
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Self-Directed Traditional IRA Custodial Plan Agreement & Disclosure |
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(pdf 284kb) |
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Self-Directed Inherited Traditional IRA Custodial Plan Agreement & Disclosure |
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(pdf 302kb) |
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Self-Directed Roth IRA Custodial Plan Agreement & Disclosure |
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(pdf 280kb) |
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Self-Directed Inherited Roth IRA Application, Plan Agreement & Disclosure |
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(pdf 66kb) |
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Coverdell Educational Savings Account Application |
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(pdf 132kb) |
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Coverdell ESA Custodial Agreement and Disclosure |
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Click on link and save file or right-click and select ("Save Target as") to download. |
Applications are presented in .PDF format. If you would like assistance determining which application is most appropriate for you or your institution, please contact us at (800) 247-9780. | ||||||||
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| Select One | |
Please click on the application link which best describes you or your Institution. | |
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(pdf 70kb) |
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AMF IRA Transfer Rollover |
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(pdf 70kb) |
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Coverdell Rollover Education Savings Account Rollover Form |
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Click on link and save file or right-click and select ("Save Target as") to download. |
Applications are presented in .PDF format. If you would like assistance determining which application is most appropriate for you or your institution, please contact us at (800) 247-9780. | ||||||
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| Select One | |
Please click on the application link which best describes you or your Institution. | |
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(pdf 56kb) |
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AMF IRA Distribution |
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(pdf 53kb) |
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Coverdell Education Savings Account Distribution request |
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Click on link and save file or right-click and select ("Save Target as") to download. |
Applications are presented in .PDF format. If you would like assistance determining which application is most appropriate for you or your institution, please contact us at (800) 247-9780. | ||||||
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(If you do not have Acrobat Reader, please click on the button to download it now.)  |
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