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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 Change
• Beneficiary Designation
• Frequent Trader Exchange Form
• IRS W-9 (TIN/SSN Certification)
• Fund to Fund Exchange Authorization
• 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 Account Application
• IRA Account Application
• Coverdell Education Savings Account Application
• Account Options Form
• Authorized Signers for Business Entities Form
• Change of Address Form
• Change of Registration Form
• Checkwriting Privilege Form
• Coverdell Education Savings Account Distribution Form
• Direct Deposit Authorization Form
• Direct Deposit Authorization Form (Federal Benefits)
• Direct Deposit Authorization Form (Federal Employees)
• IRA Automatic Rollover Form
• IRA Beneficiary Designation/Change Form
• IRA Beneficiary Distribution
• IRA Distribution Form
• IRA Recharacterization Form
• Letter of Intent
• Limited Power of Attorney Form
• Mutual Funds Redemption Form
• Name Change Request Form
• Qualified Retirement Plan Distribution Form
• Retirement Account Transfer/Conversion/Rollover Form
• Retirement Account Required Minimum Distribution Form
• Sales Load Waiver Certification
• Transfer on Death Form

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