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Forms
You want forms? We’ve got forms! Just click the title of any form to open it and print.
Annuity forms (PDF)
- Application Supplement and Contract Change Request
- Asset Rebalancing
- Beneficiary Designation
- Dollar Cost Averaging
- IRS W-9 (TIN/SSN Certification)
- Limited Power of Attorney
- Variable Annuity Exchange
Variable annuities are issued by Nationwide Life Insurance Company, Columbus, Ohio. The general distributor is Nationwide Investment Services Corporation, member FINRA. In MI only: Nationwide Investment Svcs. Corporation.
Mutual Fund forms ( PDF)
- Mutual Fund Application for New Accounts
- Retirement Account Application for New Accounts
- Retirement Plan Custodial Agreement
- Coverdell Education Savings Account Application for New Accounts
- Coverdell Education Savings Account Custodial Agreement
- ACH Wire Authorization
- Affidavit of Domicile
- Authorized Signer for Business Entities
- Automatic Asset Accumulator
- Checkbook Signature Card
- Coverdell Education Savings Account Distribution
- IRA Beneficiary Designation
- IRA Beneficiary Distribution
- IRA Distribution
- Letter of Intent
- Name Change Request
- Retirement Account Transfer/Conversion/Direct Rollover Authorization
- Retirement Account Required Minimum Distribution
- Sales Load Waiver Certification
- Transfer on Death
NWF-1412AO.1
