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Investor with Outside Advisor / Forms & Applications
Advisor Funds Account Application
This application is for use only by clients of financial professionals whose accounts are invested in any of the investment companies in American Century Investments® ("American Century"). Please review the services to help you complete the application.
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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. You must review the Disclosure Statement and Custodial Agreement before completing the application. It provides important information you need to know about the retirement plan account you are establishing. Please also review our services to help you complete your application.
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Designation of Beneficiary
Use this form to designate primary or secondary beneficiaries for your American Century Investments® retirement account.
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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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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. You must review the Disclosure Statement and Custodial Agreement before completing this form. It provides important information you need to know about the retirement plan account you are establishing. Please also review our services to help complete your 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 of Ownership
Use this form to transfer shares to a new owner or change your account ownership.
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Transfer on Death (TOD) 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.
Transfer on Death for Individual Accounts
Transfer on Death for Joint Accounts
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. For redemptions, please review W-4R for tax withholding instructions.
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IRA Required Minimum Distribution (RMD) Request
Use this form to request your RMD payment. RMDs do not apply to a Roth IRA. Please review W-4R for tax withholding instructions and Required Minimum Distributions for more information about RMDs.
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