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Forms and Applications

Please note: To invest in Brandywine Funds, please visit www.brandywinefunds.com, or call Managers Investment Group at 800.835.3879.

           

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

Distribution Form

SIMPLE IRA Investor Brochure & Application

403(b) Brochure & Applications

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 403b IRA Investor Brochure & Applications

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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   I have read a prospectus for this Fund. I have also read the IRA Disclosure or Education Savings Disclosure if I am interested in an IRA or Education Savings Account.

Shares of Managers Funds are currently offered only in the United States and are not registered for sale in any jurisdiction other than the United States. This is not an offer to sell or a solicitation of an offer to buy in any jurisdictions in which such offer, solicitation, purchase or sale would be unlawful.

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