Retirement Investing

         Open an account
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Request to Transfer/Roll Over
Request a transfer from another company to American Century Investments. Traditional or Roth IRA application also required.
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Rollover IRA Application
Open a Rollover IRA account online with money from an employer plan in about 15 minutes. Please review our fund choices, services and Disclosure Statement and Custodial Agreement to help you complete your application.

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Roth IRA Application
Open a Roth IRA account online in about 15 minutes. Please review our fund choices, services and Disclosure Statement and Custodial Agreement to help you complete your application.

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Traditional IRA Application
Open an IRA account online in about 15 minutes. Please review our fund choices, services and Disclosure Statement and Custodial Agreement to help complete your application.

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         Change something on my account
Form Title Complete Online Now Download PDF
Additional Investment
Make an additional investment into an existing account. To do this online, register or log in and select Buy from the "I want to" list. If Buy is not listed, add your bank under Update My Information.
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Designation of Beneficiary
Designate primary and secondary beneficiaries. To complete this online, simply register or log in, then select from the "I want to" list.

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IRA Required Minimum Distribution Request
Start Required Minimum Distribution (RMD) payments, request calculation of your current RMD, or take this year's RMD. Please review the Required Minimum Distributions Guide for more information.

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Notice of Name Change
Notify American Century Investments that your legal name has changed.

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One-Time and Automatic Transactions
Make a one-time transaction or set up an automatic exchange, investment or redemption plan. To complete a one-time transaction online, simply register or log in, then select from the "I want to" list.
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Request to Transfer/Roll Over
Transfer assets from another company to American Century Investments. Traditional or Roth IRA application also required.

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Transfer of Ownership
Transfer shares to a new owner or change the owners of an existing account. If you are establishing a Roth IRA or Traditional IRA, please review the following:

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