COMMAND and Investor Account Service Forms
Please be advised that the below forms are legally binding and authorize modifications to your COMMAND or Investor account. Completed forms can be returned to us by mail or fax.If you have any questions regarding these forms, please contact your financial professional or the COMMAND Service Center.
To download the below forms, you must have Adobe Acrobat Reader software installed on your computer to download and print the PDF files. Please refer to www.adobe.com for more information.
Automated Clearing House Service - Use the Automated Clearing House (ACH) Service form if you would like to request individual transfers of funds into or out of your COMMAND or Investor Account or establish recurring transfers of funds into or out of your COMMAND or Investor Account. Download Form 
Automatic Investment Plan Enrollment* - Use the Automatic Investment Plan Enrollment form to enroll in or make changes to the Automatic Investment Plan (AIP). AIP allows you to automatically invest money in selected mutual funds twice a month, monthly, or quarterly. Download Form
Individual Retirement Account (IRA) Beneficiary Change - Use the Individual Retirement Account Beneficiary Change form to change the beneficiary(ies) listed on your COMMAND or Investor IRA. Download Form
Individual Retirement Account (IRA) Distribution - Use the Individual Retirement Account Distribution form to request distributions from your COMMAND or Investor IRA. Download Form
Outgoing Federal Fund Wire Instructions - Use the Outgoing Federal Fund Wire Instructions to request a Federal Funds wire transfer from your COMMAND or Investor Account to an outside financial institution. Download Form
Systematic Withdrawal Plan Enrollment* - Use the Systematic Withdrawal Plan Enrollment form to enroll in or make changes to the Systematic Withdrawal Plan (SWP). SWP allows you to automatically redeem mutual fund shares on a monthly, quarterly, or annual basis. Download Form
*You may also contact your Financial Professional to have him/her complete these forms for you and mail the completed form to you for your signature and prompt return.