Literature and Forms

Showing 1 through 20 out of 50 total documents
Literature and Forms
Document Name Name / As of date Description As Of Date Actions
SEP IRA New Account Application
Complete this application to establish your mutual fund SEP-IRA.
Change of Ownership Form
Complete this form to change the registration of an account.
SIMPLE IRA New Account Application
Complete this application to establish your mutual fund SIMPLE IRA.
Change of Ownership Form: Business Entities
Complete this form to change the registration of a business account.
Decedent Individual Retirement Account (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.
Individual Retirement Account (IRA) New Account Application
Complete this application to establish your mutual fund Traditional or Roth 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: Business Entity (Financial Intermediary_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.
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. 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.
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..
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.
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