Forms and Applications

Mutual Fund Account Forms & Investor Brochures

General Forms
Account Maintenance Form

Automatic Investment Plan Form

Automatic Withdrawal Form

Exchange Request Form

Power of Attorney Form

Transfer on Death Form

Processing Form/LOI

Coverdell Education Savings Accounts (ESAs)
Coverdell Education Savings Account Application & Brochure

Individual Retirement Accounts (IRAs)
Traditional IRA Applications & Brochure for No-Load Funds

Traditional IRA Applications & Brochure for Load Funds

Roth IRA Investor Application & Brochure for No-Load Funds

Roth IRA Investor Application & Brochure for Load Funds

Retirement Account Distribution Form

403(b) Distribution Form

SIMPLE IRA Investor Brochure & Application

Separate Account Strategy Forms

Transaction Form

2008 Managers Tax Selling Request Form

ManagersChoice Account Forms & Investor Brochures

ManagersChoice Account Application

ManagersChoice IRA Application (including application & transfer form)

ManagersChoice Roth IRA Application

ManagersChoice IRA Conversion Form

ManagersChoice Retirement Account Distribution Form

ManagersChoice 403(b) Distribution Form

ManagersChoice Employee Simple IRA Brochure & Application

ManagersChoice Coverdell Education Savings Account Application & Brochure

ManagersChoice Dollar Cost Averaging Form

Applications

Thank you for your interest in Managers Funds. Please fill out the boxes below to download any of the following:

1. A Regular Account Application (use for individual, joint tenants, gift to minor and trust accounts)
2. A Traditional IRA/Roth IRA Application and Transfer Form
3. An Education Savings Account Application and Transfer Form
4. An Automatic Investment Plan Form
5. An Exchange Form

*All information in the following boxes is required for legal purposes. For more about how we use this information, please read our privacy policy.

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