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Open a new account

New Account Application

Open a new non-IRA account (e.g. individual, joint owner, gift to minor, or trust registration)

IRA Account Application

Open a new IRA (Traditional, Roth, SIMPLE or SEP)

Coverdell Education Savings Account Application 

Open a new Coverdell Education Savings Account

Manage existing accounts

Forms for all accounts


Account Options Form

Make most account updates including:
   • add or update banking information
   • add or update automatic investment, withdrawal and exchange plans
   • manage how distributions are delivered
   • manage how statements, tax forms and regulatory materials are delivered


Letter of Instruction

Make specific requests that are not otherwise covered in a form or when a financial institution requires a Nationwide Funds form to provide a certification (such as a signature guarantee)

Name Change Request

Update account to reflect a new name

Sales Load Waiver Certification

Request a sales load waiver (please review the prospectus for complete information regarding eligibility)

Payroll Deduction

Establish a payroll deduction into a Nationwide Funds account

Non-IRA Accounts

Mutual Funds Redemption

Perform a one-time redemption from a non-IRA account

Transfer on Death Designation Form

Add a transfer on death beneficiary to a new or existing individual or joint tenant account

Limited Power of Attorney

Designate a limited power of attorney for an account


Change of Registration

Make account registration changes to:
   • change account owners and trustees
   • register a (former) minor who has reached the age of majority for an UGMA or UTMA account
   • change custodian(s) for an UGMA or UTMA account
   • gift shares

Survivor Re-registration and Redemption Options Form

Utilized to change account ownership or make a distribution when the non-IRA account owner(s) are deceased

IRA accounts

IRA Beneficiary Addition/Change Form

Add or change IRA beneficiary


IRA Distribution Form

Perform a one-time redemption or a transaction specific to an IRA account, except a Required Minimum Distribution (separate form)

Required Minimum Distribution

Perform a one-time or periodic required minimum distribution from an IRA

IRA Transfer

Transfer assets from an existing retirement account, such as an IRA or 401(k)


Beneficiary Payout Form for IRA Assets

Utilize to transfer account ownership to a beneficiary or make a distribution, or distributions, in the event an IRA account owner is deceased

CESA Accounts

Coverdell Education Savings Account Distribution

Perform a one-time redemption or a transaction specific to a Coverdell Education Savings Account

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