Literature and Forms

Forms
Showing 1 through 68 out of 68 total documents
Literature and Forms
Document Name Name / As of Description As Of Actions
Change of Ownership Form: Business Entities
May 22 2019
Complete this form to change the registration of a business account.
May 22 2019
Change of Ownership Form
May 21 2019
Complete this form to change the registration of an account.
May 21 2019
Change of Ownership Form
May 21 2019
Complete this form to change the registration of an account.
May 21 2019
Decedent IRA New Account Application
May 21 2019
Complete this application to establish a mutual fund IRA for which you are a beneficiary and the shareowner is now deceased.
May 21 2019
Decedent IRA New Account Application
May 21 2019
Complete this application to establish a mutual fund IRA for which you are a beneficiary and the shareowner is now deceased.
May 21 2019
Name Change Form
May 21 2019
Complete this form to update the registration of your account(s) due to a legal name change.
May 21 2019
Name Change Form
May 21 2019
Complete this form to update the registration of your account(s) due to a legal name change.
May 21 2019
Redemption By Mail Form
May 7 2019
Complete this form to redeem all or a portion of your Federated shares by mail or through ACH instructions already established on the account.
May 7 2019
Redemption By Mail Form
May 7 2019
Complete this form to redeem all or a portion of your Federated shares by mail or through ACH instructions already established on the account.
May 7 2019
Coverdell Education Savings Account Request for Transfer Form
April 30 2019
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.
April 30 2019
Gifting Fund Shares Form
April 30 2019
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.
April 30 2019
Indemnification Agreement for Power of Attorney Registration
April 30 2019
Complete this form to add a Power of Attorney to the account's registration.
April 30 2019
Indemnification Agreement for Power of Attorney Registration
April 30 2019
Complete this form to add a Power of Attorney to the account's registration.
April 30 2019
Transfer on Death (TOD) Registration Beneficiary Form
April 30 2019
Complete this form to add or modify a Transfer on Death (TOD) beneficiary on an account.
April 30 2019
Transfer on Death (TOD) Registration Beneficiary Form
April 30 2019
Complete this form to add or modify a Transfer on Death (TOD) beneficiary on an account.
April 30 2019
Coverdell Education Savings Account New Account Application
April 24 2019
Complete this application to open a new Coverdell Education Savings Account (CESA).
April 24 2019
UMB Bank, n.a. Universal Individual Retirement Account Information Kit
April 5 2019
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.
April 5 2019
IRA Conversion and Recharacterization Request Form
March 25 2019
Complete this form to convert your Traditional IRA to a new or existing Roth IRA or recharacterize your contribution to a Traditional IRA.
March 25 2019
IRA Conversion and Recharacterization Request Form
March 25 2019
Complete this form to convert your Traditional IRA to a new or existing Roth IRA or recharacterize your contribution to a Traditional IRA.
March 25 2019
IRA Request for Distributions Form
March 25 2019
Complete this form to request a one-time or systematic distribution from your IRA.
March 25 2019
IRA Request for Distributions Form
March 25 2019
Complete this form to request a one-time or systematic distribution from your IRA.
March 25 2019
IRA New Account Application
March 12 2019
Complete this application to establish your mutual fund Traditional or Roth IRA.
March 12 2019
IRA New Account Application
March 12 2019
Complete this application to establish your mutual fund Traditional or Roth IRA.
March 12 2019
IRA Beneficiary Form
February 26 2019
Complete this form to add or change beneficiaries on an IRA account.
February 26 2019
IRA Beneficiary Form
February 26 2019
Complete this form to add or change beneficiaries on an IRA account.
February 26 2019
SEP IRA Contribution Allocation Worksheet
February 26 2019
Complete this allocation worksheet and mail it with an investment check.
February 26 2019
IRA Request for Transfer or Direct Rollover Form
February 26 2019
Complete this form to transfer funds or request a Direct Rollover from another financial institution.
February 26 2019
IRA Request for Transfer or Direct Rollover Form
February 26 2019
Complete this form to transfer funds or request a Direct Rollover from another financial institution.
February 26 2019
SEP IRA New Account Application
February 14 2019
Complete this application to establish your mutual fund SEP-IRA.
February 14 2019
SIMPLE IRA Payroll Contribution Allocation Worksheet
January 24 2019
Complete this form during each payroll process to gather the amount to invest in each employee/participant SIMPLE IRA.
January 24 2019
VISA Debit Card Application
January 24 2019
Complete this application to request a VISA Debit Card for your account.
January 24 2019
SIMPLE IRA Salary Reduction Agreement
January 23 2019
Complete this form to start a salary reduction plan or to modify an existing one for a SIMPLE IRA.
January 23 2019
SIMPLE IRA Contribution Notice
January 23 2019
This form provides the employer and participant contribution election options needed when establishing or modifying a salary reduction agreement for a SIMPLE IRA plan.
January 23 2019
SIMPLE IRA New Account Application
January 15 2019
Complete this application to establish your mutual fund SIMPLE IRA.
January 15 2019
New Account Application
January 15 2019
Complete this application to establish a new account.
January 15 2019
New Account Application
January 15 2019
Complete this application to establish a new account.
January 15 2019
New Account Application: Business Entity (Financial Intermediary or Direct Retail)
January 15 2019
Complete this application to establish a new business account
January 15 2019
New Account Application: Fiduciary Non-Retirement
January 15 2019
Complete this application to establish a new Trust, Estate, Guardian, Conservator, Minor, or Power of Attorney account.
January 15 2019
New Account Application: Fiduciary Non-Retirement
January 15 2019
Complete this application to establish a new Trust, Estate, Guardian, Conservator, Minor, or Power of Attorney account.
January 15 2019
UMB Bank, n.a. Coverdell Education Savings Account Information Kit
December 13 2018
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..
December 13 2018
UMB Bank, n.a. SIMPLE IRA Custodial Account Information Kit
December 13 2018
This kit provides information for SIMPLE-IRAs. Included is the SIMPLE-IRA Custodial Agreement and Disclosure Statement for UMB Bank , n.a.
December 13 2018
Federated Short-Term Trader Redemption Fee Processing Parameters
December 3 2018
Federated Short-Term Trader Redemption Fee Processing Parameters
December 3 2018
Secretary's Certificate
November 30 2018
Complete this form for certification for and on behalf of a named entity.
November 30 2018
R6 Shares Eligibility Form
November 20 2018
Use this form to confirm Investor Eligibility to purchase into the Class R6 Shares of Federated Fluctuating Funds.
November 20 2018
Institutional Shares (IS) and Service Shares (SS) Fluctuating Funds Eligibility Form
November 20 2018
Use this form to confirm Investor Eligibility to purchases into the IS or SS classes of Federated Fluctuating Funds.
November 20 2018
Edgenet Overview Sheet
November 19 2018
Edgenet Overview Sheet
November 19 2018
Certificate of Incumbency
October 30 2018
Complete this form to certify capacity of a person to act on behalf of a non-incorporated organization.
October 30 2018
Financial Intermediary Update Form
October 30 2018
Complete this form to update the Financial Intermediary and/or Firm Name on your account(s).
October 30 2018
Letter of Instruction
October 30 2018
Complete this form to provide Federated with an original Medallion guaranteed Letter of Instruction.
October 30 2018
Letter of Instruction
October 30 2018
Complete this form to provide Federated with an original Medallion guaranteed Letter of Instruction.
October 30 2018
Letter of Intent (Class A or Class F)
October 30 2018
Complete this form to receive a lower sales charge on purchases, with agreement to purchase a stipulated dollar amount over a 13 month period.
October 30 2018
Payroll Deduction Direct Deposit Form
October 30 2018
Complete this form to establish Payroll Deduction/Direct Deposit or to update your existing instructions.
October 30 2018
Invest By Mail Form
October 30 2018
Complete this form to accompany an investment check sent to The Federated Funds.
October 30 2018
Invest By Mail Form
October 30 2018
Complete this form to accompany an investment check sent to The Federated Funds.
October 30 2018
Signature Card for Check Writing Redemption
October 30 2018
Complete this form to obtain a check book for an account.
October 30 2018
UGMA or UTMA Custodian Change or Removal Form
October 30 2018
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.
October 30 2018
Substitute Corporate Resolution Form
October 30 2018
Complete this form to certify the names of officers authorized to request transactions and/or sign on behalf of a corporation.
October 30 2018
Cost Basis Account Election Form
October 30 2018
Please complete this form to update the cost basis method on your account.
October 30 2018
Change of Address Form
October 30 2018
Complete this form to change the address on an account.
October 30 2018
Change of Address Form
October 30 2018
Complete this form to change the address on an account.
October 30 2018
Banking Instructions Form - Add New or Replace Existing
October 30 2018
Complete this form to add new or replace existing banking instructions on your account.
October 30 2018
Banking Instructions Form - Add New or Replace Existing
October 30 2018
Complete this form to add new or replace existing banking instructions on your account.
October 30 2018
Dividend and or Capital Gain Distributions Authorization Form
October 30 2018
Complete this form to change your option for receiving or directing dividend and/or capital gain distributions for your account.
October 30 2018
Electronic Compensation Payment Form
October 30 2018
Complete and return this form to have the Funds or their transfer agent honor electronic payment of commissions or fees.
October 30 2018
Systematic Investment Program (SIP) Systematic Withdrawal Program (SWP) Form
October 30 2018
Complete this form to establish reoccurring systematic services on your account through Automated Clearing House (ACH) or by check.
October 30 2018
Systematic Investment Program (SIP) Systematic Withdrawal Program (SWP) Form
October 30 2018
Complete this form to establish reoccurring systematic services on your account through Automated Clearing House (ACH) or by check.
October 30 2018
FORM 1099-B
October 5 2018
Sample IRS Form 1099-B
October 5 2018
Federated Short-Term Trader and_or Redemption Fee Remittance
March 14 2018
Federated Short-Term Trader and/or Redemption Fee Remittance
March 14 2018
Showing 1 through 68 out of 68 total documents