Mutual Fund Forms

Change of address (PDF)
Update the permanent address of record or change the mailing address on your account
Letter of instruction (PDF)
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)
Attorney-in-fact certification (PDF)
Certify and accept authority as Attorney-in-fact
Name change request (PDF)
Update account to reflect a new name
Sales load waiver certification (PDF)
Request a sales load waiver (please review the prospectus for complete information regarding eligibility)
Payroll deduction (PDF)
Establish a payroll deduction into a Nationwide Funds account
Invest by mail (PDF)
Purchase additional shares in your account.

Mutual funds redemption (PDF)
Perform a one-time redemption from a non-IRA
Transfer on death designation (PDF)
Add a transfer on death beneficiary to a new or existing individual or joint tenant account
Survivor re-registration and redemption options form (PDF)
Change account ownership or make a distribution when a non-IRA owner is deceased
Certification of beneficial owners form (PDF)
Required for establishment of an entity account such as a corporation, partnership or exempt organization
Asset transfer form (PDF)
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
Non-IRA change of registration form (PDF)
- 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

Custodial Account Agreement for Individual Retirement Accounts (PDF)
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.
IRA beneficiary addition/change form (PDF)
Add or change IRA beneficiary
IRA distribution form (PDF)
Perform a one-time redemption or a transaction specific to an IRA account, except a required minimum distribution (separate form)
Required minimum distribution (PDF)
Perform a one-time or periodic required minimum distribution from an IRA
IRA transfer (PDF)
Transfer assets from an existing retirement account, such as an IRA or 401(k)
Beneficiary payout form for IRA assets (PDF)
Transfer account ownership to a beneficiary or make a distribution, or distributions, in the event an IRA account owner is deceased

Custodial Account Agreement for Coverdell Education Savings Accounts (PDF)
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.
Coverdell Education Savings Account distribution (PDF)
Perform a one-time redemption or a transaction specific to a Coverdell Education Savings Account (CESA).

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