New Account Application
Open a new non-IRA account (e.g. individual, joint owner, gift to minor, or trust registration)
Forms & Applications
Call Us For Assistance
Shareholder Services
1-800-848-0920
Financial Advisors
1-877-877-5083, option 3
NFW-3320AO
Open a new account
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)
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