Literature and Forms

Forms
Showing 1 through 66 out of 66 total documents
Literature and Forms
Document Name Name / As of date Description As Of Date Actions
Decedent IRA New Account Application
Complete this application to establish a mutual fund IRA for which you are a beneficiary and the shareowner is now deceased.
Decedent IRA New Account Application
Complete this application to establish a mutual fund IRA for which you are a beneficiary and the shareowner is now deceased.
IRA New Account Application
Complete this application to establish your mutual fund Traditional or Roth IRA.
IRA New Account Application
Complete this application to establish your mutual fund Traditional or Roth IRA.
IRA Beneficiary Form
Complete this form to add or change beneficiaries on an IRA account.
IRA Beneficiary Form
Complete this form to add or change beneficiaries on an IRA account.
SEP IRA Contribution Allocation Worksheet
Complete this allocation worksheet and mail it with an investment check.
IRA Request for Transfer or Direct Rollover Form
Complete this form to transfer funds or request a Direct Rollover from another financial institution.
IRA Request for Transfer or Direct Rollover Form
Complete this form to transfer funds or request a Direct Rollover from another financial institution.
SEP IRA New Account Application
Complete this application to establish your mutual fund SEP-IRA.
SIMPLE IRA Payroll Contribution Allocation Worksheet
Complete this form during each payroll process to gather the amount to invest in each employee/participant SIMPLE IRA.
VISA Debit Card Application
Complete this application to request a VISA Debit Card for your account.
SIMPLE IRA Salary Reduction Agreement
Complete this form to start a salary reduction plan or to modify an existing one for a SIMPLE IRA.
SIMPLE IRA Contribution Notice
This form provides the employer and participant contribution election options needed when establishing or modifying a salary reduction agreement for a SIMPLE IRA plan.
Change of Ownership Form
Complete this form to change the registration of an account.
Change of Ownership Form
Complete this form to change the registration of an account.
Change of Ownership Form: Business Entities
Complete this form to change the registration of a business account.
SIMPLE IRA New Account Application
Complete this application to establish your mutual fund SIMPLE IRA.
Coverdell Education Savings Account New Account Application
Complete this application to open a new Coverdell Education Savings Account (CESA).
New Account Application
Complete this application to establish a new account.
New Account Application
Complete this application to establish a new account.
New Account Application: Business Entity (Financial Intermediary or Direct Retail)
Complete this application to establish a new business account
New Account Application: Fiduciary Non-Retirement
Complete this application to establish a new Trust, Estate, Guardian, Conservator, Minor, or Power of Attorney account.
New Account Application: Fiduciary Non-Retirement
Complete this application to establish a new Trust, Estate, Guardian, Conservator, Minor, or Power of Attorney account.
UMB Bank, n.a. Universal Individual Retirement Account Information Kit
This kit provides information for Tradtional/Roth and SEP IRAs. Included is the Universal IRA Custodial Agreement and Universal IRA Disclosure Statement for UMB Bank , n.a.
UMB Bank, n.a. Coverdell Education Savings Account Information Kit
This kit provides information for the Coverdell Education Savings Account. Included is the Coverdell Education Savings Account Custodial Agreement and Disclosure Statement for UMB Bank , n.a..
UMB Bank, n.a. SIMPLE IRA Custodial Account Information Kit
This kit provides information for SIMPLE-IRAs. Included is the SIMPLE-IRA Custodial Agreement and Disclosure Statement for UMB Bank , n.a.
Redemption By Mail Form
Complete this form to redeem all or a portion of your Federated shares by mail or through ACH instructions already established on the account.
Redemption By Mail Form
Complete this form to redeem all or a portion of your Federated shares by mail or through ACH instructions already established on the account.
Federated Short-Term Trader Redemption Fee Processing Parameters
Federated Short-Term Trader Redemption Fee Processing Parameters
Secretary's Certificate
Complete this form for certification for and on behalf of a named entity.
Individual Retirement Account (IRA) Conversion and Recharacterization Request Form
Complete this form to convert your Traditional IRA to a new or existing Roth IRA or recharacterize your contribution or conversion to a Traditional IRA.
Indemnification Agreement for Power of Attorney Registration
Complete this form to add a Power of Attorney to the account's registration.
R6 Shares Eligibility Form
Use this form to confirm Investor Eligibility to purchase into the Class R6 Shares of Federated Fluctuating Funds.
Institutional Shares (IS) and Service Shares (SS) Fluctuating Funds Eligibility Form
Use this form to confirm Investor Eligibility to purchases into the IS or SS classes of Federated Fluctuating Funds.
Edgenet Overview Sheet
Edgenet Overview Sheet
Transfer on Death (TOD) Registration Beneficiary Form
Complete this form to add or modify a Transfer on Death (TOD) beneficiary on an account.
Transfer on Death (TOD) Registration Beneficiary Form
Complete this form to add or modify a Transfer on Death (TOD) beneficiary on an account.
Certificate of Incumbency
Complete this form to certify capacity of a person to act on behalf of a non-incorporated organization.
Financial Intermediary Update Form
Complete this form to update the Financial Intermediary and/or Firm Name on your account(s).
Letter of Instruction
Complete this form to provide Federated with an original Medallion guaranteed Letter of Instruction.
Letter of Instruction
Complete this form to provide Federated with an original Medallion guaranteed Letter of Instruction.
Letter of Intent (Class A or Class F)
Complete this form to receive a lower sales charge on purchases, with agreement to purchase a stipulated dollar amount over a 13 month period.
Coverdell Education Savings Account Request for Transfer Form
Complete this form to transfer funds from a Coverdell Education Savings Account with another financial institution to a new or existing Federated Coverdell Education Savings Account.
Individual Retirement Account (IRA) Request for Distributions Form
Complete this form to request a one-time or systematic distribution from your IRA.
Individual Retirement Account (IRA) Request for Distributions Form
Complete this form to request a one-time or systematic distribution from your IRA.
Payroll Deduction Direct Deposit Form
Complete this form to establish Payroll Deduction/Direct Deposit or to update your existing instructions.
Invest By Mail Form
Complete this form to accompany an investment check sent to The Federated Funds.
Invest By Mail Form
Complete this form to accompany an investment check sent to The Federated Funds.
Signature Card for Check Writing Redemption
Complete this form to obtain a check book for an account.
UGMA or UTMA Custodian Change or Removal Form
Complete this form to change or remove the custodian on a Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) account.
Substitute Corporate Resolution Form
Complete this form to certify the names of officers authorized to request transactions and/or sign on behalf of a corporation.
Cost Basis Account Election Form
Please complete this form to update the cost basis method on your account.
Change of Address Form
Complete this form to change the address on an account.
Change of Address Form
Complete this form to change the address on an account.
Gifting Fund Shares Form
Complete this form to give Federated mutual fund shares held in a non-retirement account as a gift to an individual recipient, existing trust, or organization.
Banking Instructions Form - Add New or Replace Existing
Complete this form to add new or replace existing banking instructions on your account.
Banking Instructions Form - Add New or Replace Existing
Complete this form to add new or replace existing banking instructions on your account.
Dividend and or Capital Gain Distributions Authorization Form
Complete this form to change your option for receiving or directing dividend and/or capital gain distributions for your account.
Electronic Compensation Payment Form
Complete and return this form to have the Funds or their transfer agent honor electronic payment of commissions or fees.
Name Change Form
Complete this form to update the registration of your account(s) due to a legal name change.
Name Change Form
Complete this form to update the registration of your account(s) due to a legal name change.
Systematic Investment Program (SIP) Systematic Withdrawal Program (SWP) Form
Complete this form to establish reoccurring systematic services on your account through Automated Clearing House (ACH) or by check.
Systematic Investment Program (SIP) Systematic Withdrawal Program (SWP) Form
Complete this form to establish reoccurring systematic services on your account through Automated Clearing House (ACH) or by check.
FORM 1099-B
Sample IRS Form 1099-B
Federated Short-Term Trader and_or Redemption Fee Remittance
Federated Short-Term Trader and/or Redemption Fee Remittance
Showing 1 through 66 out of 66 total documents