Forms & Applications
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Shareholder Services
1-800-848-0920

Financial Advisors
1-877-877-5083, option 3

Find a Financial Advisor
NFW-3320AO

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

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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

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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

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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

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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)

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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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