Download Forms and Applications

application

Account Application for Individuals

"All Funds App." Use this application to establish an individual, joint tenant, uniform transfer/gift to minors ("UTMA" or "UGMA"), attorney-in-fact, guardianship, or conservatorship account.

application

Account Application for Legal Entities and Institutions

Use this application to establish a new account for a corporation, trust, estate or other organization.

account options

Account Options Form

Add, change or cancel non-retirement account options.

application

Coverdell Education Savings Account (ESA) Application Kit

Includes Coverdell ESA Disclosure Statement, Custodial Account Agreement & Privacy Notice 

withdrawal

Coverdell ESA Withdrawal Authorization Form

Use to request a withdrawal from your Coverdell ESA account 

withdrawal

Redemption Form

Use to request a withdrawal from your account (for account holders and beneficiaries).

rollover / transfer

Transfer Form

Use to transfer ownership of shares from your non-retirement account at Amundi US to another person/entity.

beneficiary

Beneficiary Transfer on Death (TOD) Registration Request

Includes FAQs. Designate a beneficiary for non-retirement accounts.

information guide

Information Guide for Deceased Shareholders

General instructions for requests related to deceased shareholders (non-retirement)

certification

Beneficial Ownership Certification Form for Legal Entities and Institutions

Use this form to provide identifying information for the individual beneficial owners of the organization or legal entity.

authorized trader

Authorized Trader Designation for Corporate, Partnership or Other Entity Accounts

Use this form to appoint one or more Authorized Traders or “Account Information Only” access individuals to an account, or to change a current Authorized Trader Designation.

reregistration

UGMA/UTMA Reregistration Request

Use this form to reregister an UGMA/UTMA account of a former minor at Amundi US

conversion

Roth IRA Conversion Request Form – (External)

conversion

account options

Account Options Form (Retirement Plans)

Add, change or cancel retirement account options.

withdrawal

403(b)(7) Booklet Distributions

Use to request a withdrawal from your account (for account holders and beneficiaries).

beneficiary

Designation of Beneficiary for IRAs and 403(b) Plans

application

IRA (Traditional, Roth, SEP) Kit

Includes IRA Disclosure Statement, Custodial Account Agreements and Privacy Notice 

withdrawal

IRA Distribution Request Form

Use to request a withdrawal from your account (for account holders and beneficiaries).

rollover / transfer

IRA Transfer of Assets/Direct Rollover Form

application

Required Minimum Distribution (RMD) Election Form

Use this form to take advantage of Amundi US's automated RMD service.

agreement

403(b) Custodial Account Agreement & Privacy Notice

For 403(b) and ORP Plans

agreement

Amundi US Combined IRA Custodial Agreements and Disclosures

Includes IRA Disclosure Statement, Custodial Account Agreements and Privacy Notice 

application

Inherited IRA Application Kit

Use this application to establish an Inherited IRA account.

account options

Spouse Beneficiary IRA Inheritance Request Form

Use to facilitate a transfer of ownership of assets from a deceased IRA owner to a new inherited IRA, or to request a full distribution payable to the spouse. 

account options

Non-Spouse, Trust, Estate or Entity Beneficiary IRA Inheritance Request Form

Use to facilitate a transfer of ownership of assets from a deceased IRA owner to a new inherited IRA, or to request a full distribution payable to the non-spouse, trust, estate or entity beneficiary.

withdrawal

Inherited IRA Distribution Request Form

Use to request a one-time redemption, establish systematic redemptions, or to request RMD calculated pay-outs from an Inherited IRA account.

rollover / transfer

Inherited IRA Transfer of Assets/Direct Rollover Form 

Use to request an inherited IRA trustee-to-trustee transfer of assets or a direct rollover from an existing account.

application

Amundi US Individual(k)^TM Plan Establishment Kit

Starting September 1, 2021, set up paperwork can be obtained by contacting Ascensus:
 
By Phone: 800-345-6363, Option 1
By Email: individual_k@ascensus.com

investment slip

Investment Slip

Enclose this form with subsequent investment checks.

account options

Reinvestment Form

Reinvest proceeds from the recent sale of a Pioneer fund

fund guide

Fund Guide

Fund guide to select the fund and class of shares you want to invest in. (Pioneer Funds Class A, Class C, and Class R Shares)

change of dealer

Dealer Authorization Request Form

Change the broker/dealer/investment professional on an Amundi US account.

change of name

Name Change Request Form

letter of instruction

Letter of Instruction

Use to relay instructions to Amundi US about your account.

application

Required Minimum Distribution (RMD) Election Form

Use this form to take advantage of Amundi US's automated RMD service.

application

SIMPLE IRA Application Kit

Use this application to establish a SIMPLE IRA account.

agreement

SIMPLE IRA Custodial Agreements and Disclosures

Includes SIMPLE IRA Disclosure Statement, Custodial Account Agreements and Privacy Notice 

deferral

SIMPLE IRA Deferral Agreement Form

Use this form to arrange salary deferral contributions with your employer.

remittance form

SIMPLE IRA Remittance Form

To make a contribution to your existing SIMPLE IRA

withdrawal

SIMPLE IRA Distribution Request Form

Use to request a withdrawal from your SIMPLE IRA account

transfer

SIMPLE IRA Transfer of Assets Form

Use to request a transfer in of SIMPLE IRA assets