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American Century Investments
Account Application - Retirement Plan Trust
Investors
Lit No: BR-APP-89926
Revised: 07/01/2016
Form ID: 21318
Publish: 08/09/2016
Details
American Century Investments
Account Application for SEP, SARSEP and SIMPLE IRA
Lit No: BR-APP-91718
Revised: 03/01/2017
Form ID: 21319
Publish: 08/07/2017
Details
American Century Investments
Designation of Beneficiary for Retirement Accounts
Lit No: CL-FRM-86846
Revised: 10/01/2015
Form ID: 21323
Publish: 03/24/2017
Details
American Century Investments
Request to Transfer/Roll Over
Lit No: CL-FRM-73843
Revised: 12/01/2011
Form ID: 21326
Publish: 07/18/2012
Details
American Century Investments
Retirement Plan Services Application
Lit No: BR-APP-89928
Revised: 08/01/2016
Form ID: 21327
Publish: 08/09/2016
Details
American Century Investments
Transfer On Death Agreement
Lit No: CL-FRM-93661
Revised: 01/01/2018
Form ID: 21329
Publish: 02/12/2018
Details
American Century Investments
Coverdell Education Savings Account Application
Lit No: CL-APP-86882
Revised: 10/01/2015
Form ID: 21352
Publish: 08/09/2016
Details
American Century Investments
Notice of Name Change
Lit No: CL-FRM-70598
Revised: 01/01/2011
Form ID: 21365
Publish: 07/18/2012
Details
American Century Investments
Participant Investment Elections
A, C, R or Advisor Class Shares
Lit No: BR-FRM-68411
Revised: 07/01/2010
Form ID: 21367
Publish: 03/24/2017
Details
American Century Investments
IRA Required Minimum Distribution Request
Lit No: CL-FRM-79568
Revised: 09/01/2013
Form ID: 21372
Publish: 08/08/2016
Details
American Century Investments
IRA Application
for Traditional, Roth and Rollover IRA Investors using a Financial Professional.
Lit No: IN-APP-88391
Revised: 03/01/2016
Form ID: 21373
Publish: 08/07/2017
Details
American Century Investments
Salary Reduction Agreement
Lit No: RC-FRM-59374
Revised: 03/01/2008
Form ID: 21375
Publish: 03/24/2017
Details
American Century Investments
Transfer on Death Rules
Lit No: CL-BKT-89274
Revised: 06/01/2016
Form ID: 21377
Publish: 08/08/2016
Details
American Century Investments
Transfer of Ownership
Lit No: CL-FRM-86793
Revised: 12/01/2015
Form ID: 21379
Publish: 08/08/2016
Details
American Century Investments
Account Application-Banks & Trust Companies
This application is for use only by banks, trust companies, nominees, Third Party Administrators,
Lit No: IN-APP-86879
Revised: 10/01/2015
Form ID: 28965
Publish: 10/09/2017
Details
American Century Investments
Electronic Statement and Payment Authorization
Lit No: IN-FRM-71399
Revised: 04/01/2011
Form ID: 28966
Publish: 07/10/2012
Details
American Century Investments
One-Time and Automatic Transactions
Lit No: CL-FRM-79739
Revised: 11/01/2013
Form ID: 28967
Publish: 08/08/2016
Details
American Century Investments
Transfer-In-Kind to American Century Investments
Lit No: CL-FRM-86843
Revised: 10/01/2015
Form ID: 28968
Publish: 08/08/2016
Details
American Century Investments
Transfer/Rollover Retirement Assets to ACI
Lit No: CL-FRM-91717
Revised: 03/01/2017
Form ID: 32072
Publish: 08/07/2017
Details
American Century Investments
403(b) Distribution Request
Lit No: BR-FRM-85766
Revised: 05/01/2015
Form ID: 55134
Publish: 03/27/2017
Details
American Century Investments
403(b) Request to Transfer or Exchange
Lit No: BR-FRM-92671
Revised: 06/01/2017
Form ID: 55135
Publish: 08/07/2017
Details
American Century Investments
457(b) & 403(b) Account Application
Lit No: BR-APP-91719
Revised: 03/01/2017
Form ID: 55136
Publish: 08/07/2017
Details
American Century Investments
457(b) Distribution Request
Lit No: BR-FRM-85600
Revised: 05/01/2015
Form ID: 55137
Publish: 03/27/2017
Details
American Century Investments
Additional Investment
Lit No: CL-FRM-78714
Revised: 05/01/2013
Form ID: 55138
Publish: 03/27/2017
Details
American Century Investments
Brokerage Notice of Name Change
Lit No: BR-FRM-80591
Revised: 12/01/2013
Form ID: 55139
Publish: 03/27/2017
Details
American Century Investments
Individual, Joint or Personal Trust Account
Lit No: CL-APP-89466
Revised: 06/01/2016
Form ID: 55140
Publish: 03/30/2017
Details
American Century Investments
UGMA/UTMA Account Application
Lit No: CL-APP-89930
Revised: 06/01/2016
Form ID: 55141
Publish: 03/31/2017
Details
American Century Investments
Certification of Authorized Signers
Plus CheckWriting Service.
Lit No: BR-FRM-82213
Revised: 08/01/2014
Form ID: 55142
Publish: 03/27/2017
Details
American Century Investments
Brokerage Investment and Redemption
Lit No: BR-FRM-93456
Revised: 11/01/2017
Form ID: 55143
Publish: 02/12/2018
Details
American Century Investments
Brokerage IRA Application
for Traditional, Roth and Rollover or Beneficiary IRA Investors.
Lit No: BK-APP-89932
Revised: 07/01/2016
Form ID: 55144
Publish: 03/29/2017
Details
American Century Investments
Brokerage Account Application
Lit No: BK-APP-91721
Revised: 03/01/2017
Form ID: 55145
Publish: 08/07/2017
Details
American Century Investments
Debt Instrument Election
Accrual Method Update Instructions.
Lit No: BK-FRM-86234
Revised: 06/01/2015
Form ID: 55146
Publish: 03/27/2017
Details
American Century Investments
Brokerage Account Application - SEP & SIMPLE
Lit No: KR-FRM-89933
Revised: 07/01/2016
Form ID: 55147
Publish: 03/27/2017
Details
American Century Investments
Security Cost Basis
Lit No: BK-FRM-80568
Revised: 11/01/2013
Form ID: 55148
Publish: 03/30/2017
Details
American Century Investments
Brokerage IRA Designation of Beneficiary
Lit No: BK-FRM-84092
Revised: 10/01/2015
Form ID: 55149
Publish: 03/27/2017
Details
American Century Investments
Brokerage Retirement Plan Trust Account
Lit No: BK-APP-89931
Revised: 07/01/2016
Form ID: 55150
Publish: 03/29/2017
Details
American Century Investments
Brokerage CheckWriting Service Authorization
Lit No: BK-FRM-80382
Revised: 01/01/2014
Form ID: 55151
Publish: 03/27/2017
Details
American Century Investments
Brokerage Corestone Account Application
Lit No: BK-APP-80333
Revised: 01/01/2014
Form ID: 55152
Publish: 03/29/2017
Details
American Century Investments
Account Application
For Corporations, Partnerships, Not-For-Profit and Other Institutional Investors.
Lit No: BK-APP-90363
Revised: 10/01/2016
Form ID: 55153
Publish: 03/27/2017
Details
American Century Investments
CheckWriting Authorization
Lit No: CL-FRM-83155
Revised: 09/01/2014
Form ID: 55154
Publish: 03/29/2017
Details
American Century Investments
Direct Deposit Authorization
Lit No: FRM-DDAUTH
Revised: 07/01/2011
Form ID: 55155
Publish: 03/27/2017
Details
American Century Investments
Direct Deposit Instructions
Lit No: CL-FRM-72244
Revised: 07/01/2011
Form ID: 55156
Publish: 03/31/2017
Details
American Century Investments
Durable, Limited Power of Attorney
Lit No: CL-FRM-88828
Revised: 04/01/2016
Form ID: 55157
Publish: 03/29/2017
Details
American Century Investments
Giftrust Account Application
Lit No: CL-APP-89880
Revised: 07/01/2016
Form ID: 55158
Publish: 03/29/2017
Details
American Century Investments
Brokerage IRA Distribution
Lit No: BK-FRM-88410
Revised: 02/01/2016
Form ID: 55159
Publish: 03/27/2017
Details
American Century Investments
Irrevocable Stock or Bond Power
Lit No: BK-FRM-80481
Revised: 02/01/2014
Form ID: 55160
Publish: 03/30/2017
Details
American Century Investments
Margin Feature Authorization
Lit No: BK-FRM-80567
Revised: 12/01/2013
Form ID: 55161
Publish: 03/27/2017
Details
American Century Investments
Request for Disp. of NonTransferable Security
Lit No: BK-FRM-81008
Revised: 01/01/2014
Form ID: 55162
Publish: 03/30/2017
Details
American Century Investments
Participant Disclosure Service Information
Lit No: BR-FRM-77758
Revised: 03/01/2013
Form ID: 55163
Publish: 03/30/2017
Details
American Century Investments
Purchase Guidelines
Lit No: RC-FRM-54613
Revised: 06/01/2007
Form ID: 55164
Publish: 03/31/2017
Details
American Century Investments
SEP Plan Addoption Agreement for #001
Lit No: RC-FRM-57898
Revised: 12/01/2007
Form ID: 55165
Publish: 03/30/2017
Details
American Century Investments
Brokerage Trading Authorization
Lit No: BK-FRM-84749
Revised: 03/01/2015
Form ID: 55166
Publish: 03/27/2017
Details
American Century Investments
IRA Application
for Traditional, Roth and Rollover IRA Investors.
Lit No: CL-APP-88430
Revised: 03/01/2016
Form ID: 55167
Publish: 03/27/2017
Details
American Century Investments
TOD Individual Account Agreement
Lit No: BK-FRM-84152
Revised: 12/01/2014
Form ID: 55168
Publish: 03/27/2017
Details
American Century Investments
TOD Joint Account Agreement
Lit No: BK-FRM-84150
Revised: 12/01/2014
Form ID: 55169
Publish: 03/31/2017
Details
American Century Investments
Brokerage Transfer Application
Lit No: BK-FRM-84716
Revised: 03/01/2015
Form ID: 55170
Publish: 03/29/2017
Details
American Century Investments
Transfer of Shares Ownership
Lit No: BR-FRM-90036
Revised: 07/01/2016
Form ID: 55171
Publish: 03/27/2017
Details
American Century Investments
Trustee Certification of Investment Powers
Lit No: BK-FRM-90154
Revised: 08/01/2016
Form ID: 55172
Publish: 03/27/2017
Details
American Century Investments
Standard SEP Plan Adoption Agreement
Lit No: BR-FRM-93171
Revised: 08/01/2017
Form ID: 58044
Publish: 02/12/2018
Details
American Century Investments
Disposal of Security with Insignificant Value
Lit No: BK-FRM-79834
Revised: 11/01/2013
Form ID: 58045
Publish: 08/07/2017
Details
American Century Investments
Incoming Rollover
Lit No: CSDKSA_FRM_01172E 0415
Revised: 04/01/2015
Form ID: 58894
Publish: 10/06/2017
Details
American Century Investments
Designated Beneficiary Change
Lit No: CSKSA_03280C 0517
Revised: 05/01/2017
Form ID: 58895
Publish: 10/06/2017
Details
American Century Investments
Account Application Advisory Funds
Lit No: IN-APP-86880 1510
Revised: 10/01/2015
Form ID: 58897
Publish: 10/10/2017
Details
American Century Investments
Account Features
Lit No: CSKSA_FRM_01311 0615B
Revised: 06/01/2015
Form ID: 58898
Publish: 10/06/2017
Details
American Century Investments
CESA Designation of Death Beneficiary
Lit No: CL-FRM-58887
Revised: 03/01/2008
Form ID: 60824
Publish: 02/16/2018
Details
American Century Investments
Rollover IRA Application
Lit No: CL-APP-88392
Revised: 03/01/2016
Form ID: 60825
Publish: 02/23/2018
Details
American Century Investments
Corporate Resolution Certification
Lit No: BK-FRM-86056
Revised: 06/01/2015
Form ID: 60826
Publish: 02/13/2018
Details
American Century Investments
Cost Basis Election
Lit No: CL-FRM-79395
Revised: 07/01/2013
Form ID: 60827
Publish: 02/13/2018
Details
American Century Investments
Designate a Trusted Contact Person
Lit No: CL-FRM-93545
Revised: 01/01/2018
Form ID: 60828
Publish: 02/13/2018
Details
American Century Investments
Inheritance Checklist
Lit No: CL-FRM-87731
Revised: 12/01/2015
Form ID: 60829
Publish: 02/13/2018
Details
American Century Investments
Limited Liability Company Resolution Certification
Lit No: BK-FRM-91746
Revised: 03/01/2017
Form ID: 60830
Publish: 02/13/2018
Details
American Century Investments
Non-Corporate Resolution
Lit No: BK-FRM-91747
Revised: 03/01/2017
Form ID: 60831
Publish: 02/13/2018
Details
American Century Investments
Partnershiip Account
Lit No: BK-FRM-79647
Revised: 11/01/2013
Form ID: 60832
Publish: 02/14/2018
Details
American Century Investments
SEP Summary for Employees
Lit No: BR-BRO-92424
Revised: 06/01/2017
Form ID: 60833
Publish: 02/14/2018
Details

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Aberdeen Asset Management
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CNL
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Cottonwood Residential --NEW--
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Dodge & Cox
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Dreyfus
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Dunham & Associates Investment Counsel
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Forethought Distributors
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Future Scholar
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Goldman Sachs Asset Management
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Greenbacker
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Guardian Insurance & Annuity Company, Inc.
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Hartford Investment Financial Svcs College Plans
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Heartland Advisors
Henderson Global Investors
Hennessy Funds
Highland Capital Management
Highmark Funds
Hines
Homestead Funds
Horizon Investments
Huntington Funds
ICON Advisers Inc.
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Integrity (W&S Financial Group Distributors)-FA
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Invesco
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Jackson National Life Insurance Company
Jensen Funds
John Hancock Freedom 529
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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
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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
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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
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Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
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Principal Financial Group
Principal Funds
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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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