| 22704 | Automatic Investment Service | | IVY Funds | IV01CS0003 | 04/08/2013 | 12/01/2012 | Details |
| 23562 | Beneficiary Designation for IRA | | IVY Funds | IV01CS1001 | 02/09/2012 | 09/01/2011 | Details |
| 20302 | Dividend / Capital Gain Options | For Non-Retirement Accounts | IVY Funds | IV01CS0006 | 04/12/2013 | 03/01/2012 | Details |
| 28244 | Flexible Withdrawal Service | | IVY Funds | IV01CS0005 | 02/10/2012 | 12/01/2011 | Details |
| 32296 | InvestEd 529 Plan Change of Investment Request | | IVY Funds | IV01CS3001 | 04/15/2013 | 04/01/2013 | Details |
| 32297 | InvestEd 529 Plan Withdrawal Request | | IVY Funds | IV01CS3004 | 04/15/2013 | 01/01/2012 | Details |
| 20303 | IRA/ESA Plan Redemption Request | For Qualified Retirement Plan, use Qualified Plan Redemption Request Form | IVY Funds | IV01CS1008 | 04/12/2013 | 04/01/2013 | Details |
| 28245 | Multi-Transaction Account Service Request | Non-Retirement Account Only | IVY Funds | IV01CS2005 | 04/23/2013 | 07/01/2012 | Details |
| 23170 | Non-Retirement Transfer Authorization | Cash Transfers Only | IVY Funds | IV01CS2006 | 04/05/2013 | 01/01/2011 | Details |
| 23563 | Successor Beneficiary Designation for IRAs | | IVY Funds | IV01CS1003 | 02/09/2012 | 09/01/2011 | Details |
| 20981 | Transfer of Assets - Retirement Accounts Only | | IVY Funds | IV01CS1004 | 05/21/2013 | 04/01/2013 | Details |