Commonwealth Funds: Forms
Account Applications (fillable forms)
- New Account Application
- IRA Application
- Coverdell Application
- IRA Transfer Form
- IRA Beneficiary Designation Form
- Account Privileges Change Form
Through Financial Intermediaries:
You may place your order through financial intermediary authorized to take orders for a Fund. Financial intermediaries include broker-dealers; banks; insurance company separate accounts; investment advisors; administrators or trustees of IRA recognized tax-deferred savings plan ("Financial Intermediaries"), such as 401(k) retirement plan; or a 529 college savings plan that maintains an omnibus account with a Fund for trading on behalf of its customers or participants.
If you have any questions, please call 1-888-345-1898 for more information.
All documents are in PDF format and require Adobe Acrobat Reader in order to be viewed. If you need Adobe Acrobat Reader, it can be downloaded here for free.