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Alger Funds
Beneficiary Designation
Lit No: BDF
Revised: 06/01/2009
Form ID: 20601
Publish: 01/10/2018
Details
Alger Funds
403(b)(7) Account Distribution Request
Lit No: ALG4DR
Revised: 09/01/2017
Form ID: 20602
Publish: 12/04/2017
Details
Alger Funds
403(b)(7) Hardship Distribution Request
Lit No: ALG4DRHD
Revised: 09/06/2017
Form ID: 20603
Publish: 12/04/2017
Details
Alger Funds
Additonal Services
Lit No: ALASF
Revised: 09/06/2017
Form ID: 20605
Publish: 12/04/2017
Details
Alger Funds
Corporate Certification
Lit No: CCF
Revised: 05/01/2011
Form ID: 20608
Publish: 08/05/2016
Details
Alger Funds
Coverdell Education Savings Account Application
Lit No: ALGESA
Revised: 09/06/2017
Form ID: 20610
Publish: 12/04/2017
Details
Alger Funds
Education Savings Account Withdrawal
Lit No: ESAWF
Revised: 06/01/2009
Form ID: 20611
Publish: 07/17/2012
Details
Alger Funds
Gift Transfer of Shares: Donor
Lit No: GOS
Revised: 01/01/2015
Form ID: 20613
Publish: 03/09/2016
Details
Alger Funds
IRA Application
IRA Application and Tranfer/Direct Rollover Form
Lit No: ALGIRA
Revised: 09/06/2017
Form ID: 20614
Publish: 12/05/2017
Details
Alger Funds
Traditional IRA to Roth IRA Conversion
Lit No: ALGCON
Revised: 09/06/2017
Form ID: 20615
Publish: 12/04/2017
Details
Alger Funds
IRA Distribution Request
Lit No: AIRAD
Revised: 09/06/2017
Form ID: 20616
Publish: 12/04/2017
Details
Alger Funds
Required Minimum Distribution (RMD)
Lit No: ARMD
Revised: 09/11/2017
Form ID: 20617
Publish: 12/04/2017
Details
Alger Funds
Letter of Intent/Right of Accumulation
Lit No: ALOI
Revised: 02/08/2011
Form ID: 20618
Publish: 05/23/2012
Details
Alger Funds
Individual Account Name Change
Lit No: NCF
Revised: 06/01/2009
Form ID: 20619
Publish: 07/13/2012
Details
Alger Funds
New Account Application
Lit No: ALGAPP
Revised: 09/06/2017
Form ID: 20620
Publish: 12/04/2017
Details
Alger Funds
Authorization for Automatic Payroll Deduction
Lit No: PSP
Revised: 06/01/2009
Form ID: 20621
Publish: 07/17/2012
Details
Alger Funds
Power of Attorney
Lit No: POA
Revised: 06/01/2009
Form ID: 20622
Publish: 11/15/2016
Details
Alger Funds
Sales Charge Waiver
Lit No: ASCWF
Revised: 03/25/2013
Form ID: 20623
Publish: 10/16/2013
Details
Alger Funds
SIMPLE IRA Application
Lit No: ALGSIM
Revised: 09/01/2017
Form ID: 20624
Publish: 02/28/2018
Details
Alger Funds
SIMPLE IRA Employer Information
Lit No: ALGEIF
Revised: 06/01/2009
Form ID: 20625
Publish: 03/22/2017
Details
Alger Funds
SIMPLE IRA Information Kit
Lit No: SIMCA
Revised: 02/01/2017
Form ID: 20626
Publish: 03/22/2017
Details
Alger Funds
Transfer on Death (TOD) Beneficiary Designation
Lit No: TOD
Revised: 08/15/2012
Form ID: 20627
Publish: 08/28/2012
Details
Alger Funds
Universal Individual Retirement Account Info Kit
Lit No: IRACA
Revised: 02/01/2017
Form ID: 20628
Publish: 03/22/2017
Details
Alger Funds
403(b) Custodial Account Agreement
Lit No: 403CA
Revised: 02/01/2017
Form ID: 28941
Publish: 03/22/2017
Details
Alger Funds
Cost Basis Election
Lit No: ACBE
Revised: 10/24/2011
Form ID: 28942
Publish: 05/22/2012
Details
Alger Funds
Change of Ownership
Lit No: ARR
Revised: 02/29/2012
Form ID: 28943
Publish: 07/17/2012
Details
Alger Funds
Class l Account Application
Lit No: INIAPP
Revised: 09/06/2017
Form ID: 50357
Publish: 12/04/2017
Details
Alger Funds
Family Of Funds Class Z Account Application
Lit No: INZAPP0118
Revised: 01/01/2018
Form ID: 51870
Publish: 02/28/2018
Details
Alger Funds
Financial Intermediary Change
Lit No:
Revised: 08/01/2017
Form ID: 58495
Publish: 08/31/2017
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
API Funds
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Ascendant Capital --NEW--
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Cantor Fitzgerald
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CLS Investments
CNL
College Choice 529
Columbia Threadneedle
Community National Bank
Cottonwood Residential --NEW--
Country Financial
Cypress Leasing
Davis Funds
Delaware Investments
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co --NEW--
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
Grant Park Funds
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Annuities
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Henderson Global Investors
Hennessy Funds
Highland Capital Management
Highmark Funds
Hines
Homestead Funds
Horizon Investments
Huntington Funds
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
Jensen Funds
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities --NEW--
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lightstone Capital Markets
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lodging Opportunity Fund, REIT --NEW--
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
MFS Investment Management
Midland IRA --NEW--
Midland National Life
Midland Retirement Distributors
Moody National REIT
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Annuities
Nationwide Insurance
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Ohio National - Annuities
OneAmerica Securities
Oppenheimer Funds
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity
Putnam Funds
Quaker Funds
Rainier Capital Management
RBC Capital Markets
Redwood Mortgage Investors
Reef Oil & Gas Partners LP
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties --NEW--
Rodin Global Property Trust
Royal Alliance
Royce Funds
RS Investments
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Scholars Choice
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steben & Company
Stira Capital Markets Group
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
Thompson IM
Thornburg Investment Management
Time Equities --NEW--
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP
Trust Company of America
US Bank
US Government
VALIC
Van Eck Global
Vanguard Funds
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Westcore Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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