Mutual Fund IRA Account Services

Complete this form to change your address, bank account information, dividend payments, add telephone privileges or set up an automatic investment plan for a Mutual Fund IRA Account.

If you're not sure what type of IRA you have, please check your account number. If it begins:  

• Alphabetically, you generally own an Investment Solutions IRA.
• Numerically, you generally own a Mutual Funds IRA.

Mutual Fund IRA Account Services (PDF)
[020ZT.ASF]

If you have questions or need help selecting the correct form, call us at 1 800 842-2776.