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Literature
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Mutual Funds > Mutual Fund Forms

7 documents.
DocumentOrderRole
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.
 Investor
Roth IRA Instructions and Application -- Instructions and application to open a Roth IRA.
 Investor
IRA Required Minimum Distribution Application -- IRA Required Minimum Distribution Form
 Investor
Traditional IRA Instructions and Application -- Traditional IRA Instructions and Application for Mutual Funds
 Investor
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
 Investor
Mutual Fund Exchange Form -- Use this form to exchange funds from one Nuveen Investments fund to another, or from R shares to A shares, and/or to change your defined portfolio reinvestment account.
Investor
Mutual Fund Account Update Form -- Use this form to update the services on your existing Nuveen Investments mutual fund account.
Investor
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An investor should carefully consider fund objectives, risks, charges and expenses before investing. For this and more information on Nuveen funds, please view a prospectus. Please read it carefully before you invest or send money.