|
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 |
|
Traditional IRA Instructions and Application
Traditional IRA Instructions and Application for Mutual Funds
| Investor |
|
IRA Required Minimum Distribution Application
IRA Required Minimum Distribution Form
| 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 |
|
DP Distribution Instructions
| 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 |