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Customer Service Forms

View a Mutual Fund Prospectus

 DocumentAudience
Nuveen New Mutual Fund Account Application 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. Investor
Mutual Fund Change of Dealer Authorization Form Use this to change dealer authorization on your mutual fund account. Investor
IRA Transfer of Assets Form Use this form to transfer assets from another IRA to your existing Nuveen Investments IRA account. Investor
IRA Designation or Change of Beneficiary Use this form to designate or change a benficiary on your existing Nuveen Investments IRA account. Investor
Mutual Fund Registration Change Form Use this form to re-register your non-retirement account or to transfer shares to another account registered with Nuveen Funds. Investor
IRA Distribution Request Use this form to request a distribution from your existing Nuveen Investments IRA account. Investor
Mutual Fund Transfer on Death Registration Form Use this Transfer on Death form to designate or change your Transfer on Death beneficiaries on your mutual fund account. Investor
Mutual Fund Account Update Form Use this form to update the services on your existing Nuveen Investments mutual fund account. Investor
Defined Portfolio Distribution Instructions Investor
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