Investment forms

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

Use this form to open a new IRA (traditional, Roth, SIMPLE or SEP).

Use this form to make most account updates, including adding or updating banking information; adding or updating automatic investments, withdrawals and exchange plans; managing how distributions are delivered; and managing how statements, tax forms and regulatory materials are delivered.

Use this form to 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).

Use this form to update your account to reflect a new name.

Use this form to request a sales load waiver. (Please review the prospectus for complete information regarding eligibility.)

Use this form to establish a payroll deduction into a Nationwide Funds account.

Use this form to perform a one-time redemption from a non-IRA account.

Use this form to add a transfer-on-death beneficiary to a new or existing individual or joint tenant account.

Use this form to designate a limited power of attorney for an account.

Use this form to 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; or gift shares.

Use this form to change account ownership or make a distribution when the non-IRA account owner(s) is deceased.

Required for establishment of an entity account such as a Corporation, Partnership, or Exempt Organization.

Liquidate non-retirement assets you currently own with another financial institution and have the proceeds sent to Nationwide to purchase shares of one or more Nationwide mutual funds.

Required for traditional, rollover, SEP, SIMPLE and Roth IRA accounts. Please read this document along with the prospectus(es) for the fund(s) you select for investment.

Use this form to add or change an IRA beneficiary.

Use this form to perform a one-time redemption or a transaction specific to an IRA account, except for a Required Minimum Distribution (requires separate form).

Use this form to perform a one-time or periodic required minimum distribution from an IRA.

Use this form to transfer assets from an existing retirement account, such as an IRA or 401(k).

Use this form to transfer account ownership to a beneficiary or to make a distribution, or distributions, in the event an IRA account owner is deceased.

Required for a Coverdell education savings account (CESA). Please read this document along with the prospectus(es) for the fund(s) you select for investment.

Use this form to perform a one-time redemption or a transaction specific to a Coverdell education savings account (CESA).