Download Forms and Applications

To open an Amundi US account, print the appropriate application, complete it and any additional required forms and documentation according to the instructions on the application, sign it, and mail it and a check to Amundi US at:

Regular mail:
Pioneer Funds
P.O Box 9897
Providence, RI 02940-8097

For express mail only:
Pioneer Funds
4400 Computer Drive
Westborough, MA 01581-1722

Your browser may not save data on a fillable form. To save the data and print, save the form to your computer follow the instructions below.

Important Information Regarding the USA PATRIOT Act

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Non-Retirement  |  IRA/403(b)  |  Individual(k)  |  Investments  |  Account Changes  |  SIMPLE IRA  

Non-Retirement

Type

Name

Download Form

Description

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

IRA/403(b)

Type

Name

Download Form

Description

conversion

Roth IRA Conversion Request Form – (External)

 

conversion

Roth IRA Conversion Request Form - (Internal)

 

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

Individual(k) Plan

Type

Name

Download Form

Description

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

 

Investments

Type

Name

Download Form

Description

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)

Account Changes

Type

Name

Download Form

Description

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.

SIMPLE IRA

Type

Name

Download Form

Description

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

Includes SIMPLE IRA Disclosure Statement, Custodial Account Agreement & 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

Please consider each fund's investment objectives, risks, charges and expenses carefully before investing. The prospectus (or summary prospectus, if available) contains this and other information about each fund and should be read carefully before investing or sending money. To obtain a prospectus (or summary prospectus, if available) and for other information on any Amundi US fund, contact your financial professional by calling 1-800-225-6292 or visit our download literature page .

Completing the Fillable Form

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After completing the form, print the fillable form.

All forms and applications are in Adobe® Acrobat format. To view the files, your computer must be equipped with the Adobe® Acrobat Reader. This program is available for free from Adobe.

Before investing, consider the product's investment objectives, risks, charges and expenses. Contact your financial professional or Amundi US for a prospectus or summary prospectus containing this information. Read it carefully. To obtain a free prospectus or summary prospectus and for information on any Pioneer fund, please download it from our   literature section.

Securities offered through Amundi Distributor US, Inc.
60 State Street, Boston, MA 02109
Underwriter of Pioneer mutual funds, Member   SIPC.   

Not FDIC insured | May lose value | No bank guarantee Amundi Asset Management US, Inc.  Form CRS         Amundi Distributor US, Inc.  Form CRS