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Are you a financial professional or institutional investor?
Learn more about offering Nationwide mutual funds as a financial professional, contact a Nationwide wholesaler at 1-877-877-5083, or visit our site for institutional investors.
Find the form you need for your Nationwide mutual fund, including IRAs.

Account options form for all accounts

  • 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

Account options form

More forms for all accounts

  • 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)
  • Limited power of attorney
    Designate a limited power of attorney for an account
  • 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 forms

IRA forms

Coverdell Education Savings Accounts

Perform a one-time redemption or a transaction specific to a Coverdell Education Savings Account (CESA).

Coverdell Education Savings Account distribution

Ready to get started? To purchase Nationwide funds, call 1-877-245-0761 to talk to a specialist, or speak with your financial professional.
To service an existing account, call 1-800-848-0920.