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Customer Service Forms
To view a mutual fund prospectus, click here.

10 documents.
DateDocumentRole
5/1/2008 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
8/19/2005 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
8/19/2005 Traditional IRA Application -- Traditional IRA Application for Mutual Funds
Investor
8/19/2005 IRA Required Minimum Distribution Application -- IRA Required Minimum Distribution Form
Investor
8/19/2005 Traditional IRA Information Kit -- Instructions for opening a Traditional IRA.
Investor
8/19/2005 Roth IRA Application -- Application to open a Roth IRA.
Investor
8/19/2005 Roth IRA Information Kit -- Instructions on opening a Roth IRA.
Investor
9/1/2004 DP Distribution Instructions
Investor
10/12/2001 Mutual Fund Account Update Form -- Use this form to update the services on your existing Nuveen Investments mutual fund account.
Investor
10/12/2001 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
1

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.