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Mutual Fund Account Application (236k pdf)
-- This application must be preceded or accompanied by a current fund prospectus, and may not be used to open retirement or Nuveen Defined Portfolio reinvestment accounts. If you wish to open these types of accounts, please call Nuveen Investments to request the appropriate application.
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Roth IRA Instructions and Application
-- Instructions and application to open a Roth IRA.
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Traditional IRA Instructions and Application
-- Traditional IRA Instructions and Application for Mutual Funds
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IRA Required Minimum Distribution Application
-- IRA Required Minimum Distribution Form
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IRA Transfer Application
-- Use this form if you are transferring assets directly to a new or existing Nuveen Investments IRA, converting from a traditional IRA to a Roth IRA, transferring from an existing Roth IRA, rolling over a Roth IRA, or you are requesting a direct rollover.
from an employer sponsored plan
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