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Financial Advisor / Forms & Applications
* PDF Fill In Form - Text may be input directly into the PDF. Place cursor on the first input field. Use the Tab key to move to the next field. Some fields, such as signatures, must be filled in by hand after the form is printed.
Applications
Account Application - All Classes*
This application is for use only by clients of financial professionals investing in Investor, Advisor, Institutional, A, C, or R Class shares.
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CESA Application*
Use this application to open an Investor, Advisor, Institutional, A or C Class Coverdell Education Savings Account. For investors using a financial professional.
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IRA Application*
Use this application to open an Investor, A, C or Advisor class Traditional, Roth or Rollover IRA using a financial professional.
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Request to Transfer/Roll Over*
Use this form to transfer retirement assets from your current custodian or trustee to American Century Investments®; roll over employer-sponsored retirement assets to American Century Investments®; transfer an account held with another firm/fiduciary to American Century Investments; or convert a traditional IRA to a Roth IRA.
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Application for Banks and Trust Companies
This application is for use only by banks, trust companies, nominees, Third Party Administrators, Retirement Plan Trusts and other institutional investors. You may use this application to open an account invested in any of the Variable Portfolios funds. Accounts are available only to U.S. entities.
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Submit Forms
If you have any questions regarding the application, contact the Investment Professional Services Team at 1-800-378-9878, (international calls: 1-816-531-5575, ext. 44003).
Mailing Address
American Century Investments
PO Box 419786
Kansas City, MO 64141-6786
Fax Number: 1-888-327-2013
At this time, American Century Investments is not able to receive forms electronically.
Learning Quest® Advisor Application*
Use this application to open any type of Learning Quest Advisor account. Remember to provide your client the Learning Quest Advisor Handbook when opening a new account.
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Submit Forms
Unless otherwise indicated, mail completed, printed application to:
Regular Delivery
Learning Quest Advisor
PO Box 2947
Shawnee Mission, KS 66201-1347
Overnight Delivery
Learning Quest Advisor
920 Main Street, Ste 900
Kansas City, MO 64105
SEP IRA Application*
Use this application to open a new American Century Investments® SEP IRA account. To help your client complete the application, review the Service Options and the Disclosure Statement and Custodial Agreement .
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SIMPLE IRA Application*
Use this application to open a new American Century Investments SIMPLE IRA account. To help your client complete the application, review the Service Options and the Disclosure Statement and Custodial Agreement .
Download PDF
Submit Forms
If you have any questions regarding the application, contact the Investment Professional Services Team at 1-800-378-9878, (international calls: 1-816-531-5575, ext. 44003).
Mailing Address
American Century Investments
PO Box 419786
Kansas City, MO 64141-6786
Fax Number: 1-888-327-2013
At this time, American Century Investments is not able to receive forms electronically.
Forms
Designation of Beneficiary
Allow your clients to designate primary or secondary beneficiaries for their American Century Investments® retirement account.
Open Document
Electronic Payment Authorization
Use this form to authorize electronic payments for regular commissions, 12b-1 trails or other trails.
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IRA Required Minimum Distribution (RMD)*
Use this form to request your minimum distribution requirements.
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Letter of Intent
Use this form to establish a Letter of Intent (LOI) and/or list accounts to be linked to an existing LOI.
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Notice of Name Change
Use this form to tell us that your legal name has changed.
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One-Time and Automatic Transactions*
Use this form for a one-time transaction or automatic exchange, investment or redemption plan.
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Roth IRA Conversion
Convert your American Century Investments Traditional, Rollover, SEP, SARSEP or SIMPLE IRA to a Roth IRA. Please review W-4R for tax withholding instructions. If you do not already have a Roth IRA with us, this form serves as your application; please be sure to review the Disclosure Statement and Custodial Agreement and services flyer before signing the form.
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Transfer-in-Kind*
Transfer a retirement or non-retirement account held with your current financial professional or firm to the same fund at American Century Investments.
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Transfer on Death Agreement
Use this form to transfer ownership of your shares to your beneficiaries, effective upon your death. Before you complete the form, please review the TOD rules and discuss the making of a TOD direction with your attorney. You'll want to be sure it is consistent with your estate and tax planning.
Transfer on Death for Individual Accounts
Transfer on Death for Joint Accounts
Transfer on Death Rules
Rules for registering your shares in beneficiary form.
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Transfer of Ownership Form
Use this form to transfer shares to a new owner or change your account ownership.
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Submit Forms
If you have any questions regarding the application, contact the Investment Professional Services Team at 1-800-378-9878, (international calls: 1-816-531-5575, ext. 44003).
Mailing Address
American Century Investments
PO Box 419786
Kansas City, MO 64141-6786
Account Features Form*
Use this form to add account features and services to a Learning Quest® Advisor account. Account features include automatic investment plan, systematic withdrawal plan, bank information, systematic exchange, interested party information, rights of accumulation, and services.
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Change of Beneficiary Form*
Use this form to change the beneficiary of a Learning Quest Advisor account.
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Incoming Rollover Form*
Use this form to transfer all or part of your account with another state 529 plan to a Learning Quest Advisor account.
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Withdrawal Request Form
Use this form to request a withdrawal from a Learning Quest Advisor account.
Download PDF
Submit Forms
Unless otherwise indicated, mail completed, printed application to:
Regular Delivery
Learning Quest Advisor
PO Box 2947
Shawnee Mission, KS 66201-1347
Overnight Delivery
Learning Quest Advisor
920 Main Street, Ste 900
Kansas City, MO 64105
Designation of Beneficiary
Employees use this form to designate primary and secondary beneficiaries for their SEP, SARSEP or SIMPLE IRA.
Open Document
Participant Investment Elections*
Employees complete this form and return it to their employer to indicate how they want to invest their retirement contributions.
Download PDF
Purchase Guidelines
Employers use this form to tell American Century Investments® how to divide plan contributions between participant accounts.
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Request to Transfer/Roll Over*
Employees use this form for retirement accounts.
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Retirement Plan Services Application*
Use this form to establish a 401(k), profit sharing, money purchase pension or other qualified retirement plan.
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Salary Reduction Agreement
Employees complete this form and return it to their employer to have money deducted from their paycheck and invested into their SARSEP or SIMPLE IRA.
Download PDF
Submit Forms
If you have any questions regarding the application, contact the Investment Professional Services Team at 1-800-378-9878, (international calls: 1-816-531-5575, ext. 44003).
Mailing Address
American Century Investments
PO Box 419786
Kansas City, MO 64141-6786
Form W-8BEN
Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding.
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Download Instructions
Form W-9
Request for Taxpayer Identification Number and Certification.
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Download Instructions for the Requester
Form W-4R
Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions.
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Form 709
United States Gift (and Generation-Skipping Transfer) Tax Return. This must be filed by the grantor each year a contribution is made to a Giftrust account.
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Download Instructions