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 Investor Brochure

Coverdell Education Savings Account Transfer Form

Individual Retirement Accounts (IRAs)
Traditional IRA Investor Brochure

Roth IRA Investor Brochure

IRA Transfer Form for No-Load Funds

IRA Transfer Form for Load Funds

Distribution Form

SIMPLE IRA Investor Brochure

403(b) Brochure

Separate Account Strategy Forms

Transaction Form

2007 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 (including application, transfer form & distribution form)

ManagersChoice Employee Simple IRA Brochure (including application & adoption agreement)

ManagersChoice Coverdell Education Savings Account Application

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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