Allianz Global Investors Online Forms Library

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Allianz Global Investors
Non-Retirement Plan Transfer Request
PIMCO Funds & Allianz Funds
Lit No: AZ027_072518
Revised: 07/25/2018
Form ID: 9417
Publish: 09/14/2018
Details
Allianz Global Investors
IRA Application Kit
AG011_22589 PIMCO Funds & Allianz Funds IRA Forms and Documents.
Lit No: AG011_020518
Revised: 02/05/2018
Form ID: 9419
Publish: 02/13/2018
Details
Allianz Global Investors
College Access 529 Account Application
For Investors Using A Financial Advisor (Classes A, C, SD-A and SD-C)
Lit No: CAAP10_091118
Revised: 09/11/2018
Form ID: 13521
Publish: 09/14/2018
Details
Allianz Global Investors
College Access 529 Additional Investment
For classes A, C, SD-A, SD-C, SD-D
Lit No: CAFRD_090118
Revised: 09/01/2018
Form ID: 20370
Publish: 09/14/2018
Details
Allianz Global Investors
College Access 529 Rollover
For Investors Utilizing A Financial Advisor (For Classes A and C)
Lit No: CAFRB_090118
Revised: 09/01/2018
Form ID: 20371
Publish: 09/14/2018
Details
Allianz Global Investors
College Access 529 Change
For classes A, B, C, SD-A, and SD-C
Lit No: CAFRA4_090118
Revised: 09/01/2018
Form ID: 20372
Publish: 09/14/2018
Details
Allianz Global Investors
Roth IRA Kit
Lit No: AG012_020518
Revised: 02/05/2018
Form ID: 21453
Publish: 02/13/2018
Details
Allianz Global Investors
College Access 529 Auto-Exchange
For Classes: A, C, SD-A and SD-C
Lit No: CAFRX_090118
Revised: 09/01/2018
Form ID: 25143
Publish: 09/14/2018
Details
Allianz Global Investors
MI 529 Advisor Account Application - MI
For Investors Utilizing A Financial Advisor (For Classes A and C)
Lit No: CAAP10MI_072916
Revised: 07/29/2016
Form ID: 25145
Publish: 11/08/2016
Details
Allianz Global Investors
MI 529 Advisor Withdrawal Request - MI
For Investors Utilizing A Financial Advisor (For Classes A and C)
Lit No: CAWRMI
Revised: 07/15/2014
Form ID: 25146
Publish: 07/21/2015
Details
Allianz Global Investors
Oklahoma Dream 529 Additional Investment - OK
For Investors Utilizing A Financial Advisor (For Classes A and C)
Lit No: CAFRDOK_062118
Revised: 06/21/2018
Form ID: 25147
Publish: 09/14/2018
Details
Allianz Global Investors
Oklahoma Dream 529 Change - OK
For Investors Utilizing A Financial Advisor (For Classes A and C)
Lit No: CAFRA4OK_062118
Revised: 06/21/2018
Form ID: 25148
Publish: 09/14/2018
Details
Allianz Global Investors
Oklahoma Dream 529 Rollover - OK
For Investors Utilizing A Financial Advisor (For Classes A and C)
Lit No: CAFRBOK_062518
Revised: 06/25/2018
Form ID: 25149
Publish: 09/14/2018
Details
Allianz Global Investors
MI 529 Advisor Rollover - MI
For Investors Utilizing A Financial Advisor (For Classes A and C)
Lit No: CAFRBMI_071514
Revised: 07/15/2014
Form ID: 26363
Publish: 03/09/2016
Details
Allianz Global Investors
MI 529 Advisor Change - MI
For Investors Utilizing A Financial Advisor (For Classes A and C)
Lit No: CAFRAMI_072916
Revised: 07/29/2016
Form ID: 29767
Publish: 03/29/2017
Details
Allianz Global Investors
Oklahoma Dream 529 Withdrawal Request - OK
For Investors Utilizing A Financial Advisor (For Classes A and C)
Lit No: OK529WR_062518
Revised: 06/25/2018
Form ID: 29768
Publish: 09/14/2018
Details
Allianz Global Investors
403(b)(7) Custodial Account Kit
Lit No: AG009_012017
Revised: 01/01/2017
Form ID: 47260
Publish: 07/19/2017
Details
Allianz Global Investors
403(b) Account Hardship Withdrawal Request
Lit No: AG013_042512
Revised: 04/25/2012
Form ID: 47261
Publish: 03/09/2016
Details
Allianz Global Investors
403(b)(7) Distribution / Transfer
Lit No: AG008_012218
Revised: 01/22/2018
Form ID: 47263
Publish: 02/13/2018
Details
Allianz Global Investors
Allianz Funds Auto-Exchange Plan
Lit No: AZ011_072518
Revised: 07/25/2018
Form ID: 47266
Publish: 09/14/2018
Details
Allianz Global Investors
Allianz Funds Auto-Invest Enrollment
Lit No: AM005_101317
Revised: 10/13/2017
Form ID: 47267
Publish: 11/29/2017
Details
Allianz Global Investors
Allianz Funds Automatic Withdrawal
Lit No: AZ012_072518
Revised: 07/25/2018
Form ID: 47268
Publish: 09/14/2018
Details
Allianz Global Investors
College Access 529 Payroll Deduction
Lit No: CAAP26C_92117
Revised: 09/21/2017
Form ID: 47269
Publish: 11/29/2017
Details
Allianz Global Investors
College Access 529 Withdrawl Request
Lit No: 529WR_090118
Revised: 09/01/2018
Form ID: 47270
Publish: 09/14/2018
Details
Allianz Global Investors
College Access 529 Change Classes SD-D
Lit No: CAFRSDD_090118
Revised: 09/01/2018
Form ID: 47271
Publish: 09/14/2018
Details
Allianz Global Investors
Cost Basis Election
Lit No: EPDFD_072518
Revised: 07/25/2018
Form ID: 47272
Publish: 09/14/2018
Details
Allianz Global Investors
Allianz Funds Fund Link Enrollment
Lit No: AM007_043018
Revised: 04/30/2018
Form ID: 47273
Publish: 07/11/2018
Details
Allianz Global Investors
Allianz Funds IRA Change of Beneficiary
Lit No: AZ014_012218
Revised: 01/22/2018
Form ID: 47274
Publish: 02/13/2018
Details
Allianz Global Investors
Allianz Funds IRA Distribution
Lit No: AG019_043018
Revised: 04/30/2018
Form ID: 47275
Publish: 07/11/2018
Details
Allianz Global Investors
MI 529 Additional Investment - MI
Advisor (Classes A and C)
Lit No: CAFRDMI_012616
Revised: 01/26/2016
Form ID: 47276
Publish: 03/10/2016
Details
Allianz Global Investors
MI 529 Auto-Exchange - MI
Advisor (Classes A and C)
Lit No:
Revised:
Form ID: 47277
Publish: 03/10/2016
Details
Allianz Global Investors
MI 529 Payroll Deduction - MI
Lit No: CAAP26D_090118
Revised: 09/01/2018
Form ID: 47278
Publish: 09/14/2018
Details
Allianz Global Investors
Mutual Fund Account Application
Lit No: AZ024_092418
Revised: 09/24/2018
Form ID: 47279
Publish: 11/06/2018
Details
Allianz Global Investors
Oklahoma Dream 529 Account Application - OK
Lit No: CAAP10OK_091118
Revised: 09/11/2018
Form ID: 47280
Publish: 09/14/2018
Details
Allianz Global Investors
Oklahoma Dream 529 Payroll Deduction - OK
Lit No: CAAP26DOK_072418
Revised: 07/24/2018
Form ID: 47281
Publish: 09/14/2018
Details
Allianz Global Investors
Qualified Plan Account Application
Lit No: AG021_092418
Revised: 09/24/2018
Form ID: 47282
Publish: 11/06/2018
Details
Allianz Global Investors
Qualified Plan Individual Account Application
Lit No: AG017_101317
Revised: 10/13/2017
Form ID: 47283
Publish: 11/29/2017
Details
Allianz Global Investors
Allianz Funds Roth IRA Conversion
Lit No: AZ023_061118
Revised: 06/11/2018
Form ID: 47284
Publish: 07/11/2018
Details
Allianz Global Investors
SARSEP-IRA Enrollment Kit
Lit No: AL001_100117
Revised: 10/01/2017
Form ID: 47285
Publish: 11/29/2017
Details
Allianz Global Investors
Transfer On Death Registration Request
Lit No: AG010_072518
Revised: 07/25/2018
Form ID: 47286
Publish: 09/14/2018
Details
Allianz Global Investors
Expedited Wire Redemption Authorization
Lit No: AZ010_072518
Revised: 07/25/2018
Form ID: 47287
Publish: 09/14/2018
Details
Allianz Global Investors
Qualified Plan Account Application - R & R6 Shares
Lit No: AG021R_092418
Revised: 09/24/2018
Form ID: 55241
Publish: 11/06/2018
Details
Allianz Global Investors
Simple IRA Contribution Transmittal for Employers
Lit No: AZ018_31511
Revised: 03/15/2011
Form ID: 57294
Publish: 07/31/2017
Details
Allianz Global Investors
College Access529 Account Application Class SD-D
Lit No: CAAP9_091118
Revised: 09/11/2018
Form ID: 57295
Publish: 09/14/2018
Details
Allianz Global Investors
College Accecss 529 Payroll Authorization
Lit No: CAAP11_112217
Revised: 11/22/2017
Form ID: 59589
Publish: 02/13/2018
Details
Allianz Global Investors
College Access 529 Broker Dealer
Lit No: CABDC_040717
Revised: 04/07/2017
Form ID: 59590
Publish: 11/30/2017
Details
Allianz Global Investors
SEP-IRA Enrollment Application & Documents
Lit No: AG022_020518
Revised: 02/05/2018
Form ID: 60857
Publish: 03/06/2018
Details
Allianz Global Investors
Trusted Contact Person Designation
Lit No: AZ030_012218
Revised: 01/22/2018
Form ID: 60858
Publish: 02/15/2018
Details
Allianz Global Investors
SIMPLE-IRA Employee Enrollment Guide
Lit No: AK016_020518
Revised: 02/05/2018
Form ID: 60859
Publish: 03/06/2018
Details
Allianz Global Investors
College Access 529 Cert of Beneficial Owners
Certification
Lit No: CABOF_091118
Revised: 09/11/2018
Form ID: 64031
Publish: 09/17/2018
Details
Allianz Global Investors
Default Dealer Account Update
Lit No: AZ9999_091018
Revised: 09/10/2018
Form ID: 64032
Publish: 09/18/2018
Details
Allianz Global Investors
Oklahoma Dream 529 Cert of Beneficial Owners
Certification
Lit No: OKBOF_091118
Revised: 09/11/2018
Form ID: 64033
Publish: 09/17/2018
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
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
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
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
College Counts 529 Fund --NEW--
College SAVE --NEW--
CollegeBound 529 --NEW--
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Cunat
CV Data Center
Cypress Leasing
Davis Funds
Delaware Funds
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co
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 - Salient Partners
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB
Great-West Financial
Greenbacker
Griffin Capital
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Hennessy Funds
Highland Capital Management
Hines
Homestead Funds
Horizon Investments
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
James Advantage Funds --NEW--
Jensen Funds
JLL Income Property Trust
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lincoln Property Company
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
Megatel Capital Investment
MFS Investment Management
Midland IRA
Midland National Life
Midland Retirement Distributors
Moody National REIT II
MVP Reit
Nassau Re --NEW--
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions
Nationwide Annuities
Nationwide Insurance
Natixis Funds
NEST 529 Advisor Plan --NEW--
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Old Mutual
OneAmerica Securities
Oppenheimer Funds
Owl Rock
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
Peachtree Hotel Group --NEW--
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
RBC Capital Markets
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
S2K Financial
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
Talcott Resolution - Annuities
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard
Thornburg Investment Management
Time Equities
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
US Government
VALIC
Van Eck Global
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
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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