Delaware Funds Online Forms Library

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Delaware Funds
IRA Plan Document
Lit No: IRA-FRMS
Revised: 03/01/2018
Form ID: 25046
Publish: 05/24/2018
Details
Delaware Funds
Traditional & Roth IRA App. & Adption Agreement
Lit No: IRA-FRMS-APP
Revised: 05/01/2018
Form ID: 25055
Publish: 05/24/2018
Details
Delaware Funds
Account Services
Lit No: FM-MULT
Revised: 09/01/2014
Form ID: 30581
Publish: 10/29/2015
Details
Delaware Funds
Change of Beneficiary
Lit No: RL-107
Revised: 05/01/2018
Form ID: 30582
Publish: 07/13/2018
Details
Delaware Funds
Cost Basis Election
Lit No: FM-COSTBASIS
Revised: 07/01/2018
Form ID: 30583
Publish: 07/13/2018
Details
Delaware Funds
Coverdell ESA Application & Adoption Agreement
Lit No: EIRA-102
Revised: 05/01/2018
Form ID: 30584
Publish: 05/24/2018
Details
Delaware Funds
IRA Distribution Request
Lit No: RL-W4PFORM
Revised: 07/01/2018
Form ID: 30585
Publish: 07/13/2018
Details
Delaware Funds
New Account Registration
Lit No: AA-100
Revised: 05/01/2018
Form ID: 30586
Publish: 06/07/2018
Details
Delaware Funds
Non-Retirement Account Redemption Authorization
Lit No: RL-NONREDEEM
Revised: 05/01/2018
Form ID: 30587
Publish: 07/13/2018
Details
Delaware Funds
Non-Retirement Account Transfer Authorization
Lit No: RL-NONTRANS
Revised: 11/01/2017
Form ID: 30588
Publish: 02/21/2018
Details
Delaware Funds
Transfer on Death Registration
Lit No: FM-TDRF
Revised: 05/01/2017
Form ID: 30589
Publish: 06/21/2017
Details
Delaware Funds
IRA Transfer of Assets/Direct Rollover
Lit No: IRA-TOA
Revised: 07/01/2018
Form ID: 34551
Publish: 07/13/2018
Details
Delaware Funds
Certification of Class A NAV Purchase Eligibility
Lit No: FM-NAV
Revised: 06/01/2017
Form ID: 34552
Publish: 09/12/2017
Details
Delaware Funds
Resolution for a Corp, Partnership, Trust or Assoc
Lit No: FM-CORPRES
Revised: 06/01/2017
Form ID: 34553
Publish: 09/12/2017
Details
Delaware Funds
Roth IRA Conversion Request (External)
Convert A Trad IRA from another Institution to Delaware Roth IRA
Lit No: IRA-RCV-EXT
Revised: 07/01/2018
Form ID: 34554
Publish: 07/13/2018
Details
Delaware Funds
Coverdell ESA Certification of Rollover Assets
Lit No: EIRA-CRA
Revised: 09/01/2017
Form ID: 34555
Publish: 11/22/2017
Details
Delaware Funds
CESA Withdrawal Authorization
Lit No: EIRA-WAF
Revised: 09/01/2017
Form ID: 34556
Publish: 11/22/2017
Details
Delaware Funds
Coverdell ESA Transfer of Assets
Lit No: EIRA-TOA
Revised: 09/01/2017
Form ID: 34558
Publish: 11/22/2017
Details
Delaware Funds
Roth IRA Conversion Request (Internal)
Between Delaware IRA's
Lit No: IRA-RCV-INT
Revised: 06/01/2018
Form ID: 34559
Publish: 07/13/2018
Details
Delaware Funds
IRA Certification of Rollover Assets
Lit No: IRA-CRA
Revised: 07/01/2018
Form ID: 34560
Publish: 07/13/2018
Details
Delaware Funds
Recharacterization Request
Between Delaware IRA's
Lit No: IRA-RECHAR-INT
Revised: 05/01/2013
Form ID: 34561
Publish: 10/29/2015
Details
Delaware Funds
SIMPLE IRA Application Instructions
Lit No: RL-171-APP
Revised: 05/01/2018
Form ID: 34562
Publish: 05/24/2018
Details
Delaware Funds
Direct Deposit Authorization
Lit No: AA-DDA
Revised: 07/01/2018
Form ID: 34566
Publish: 07/13/2018
Details
Delaware Funds
Invest by Mail (Non-Retirement Plans)
Lit No: FM-IBM
Revised: 06/01/2017
Form ID: 34567
Publish: 09/12/2017
Details
Delaware Funds
Durable Power of Attorney
Lit No: FM-POA
Revised: 05/01/2018
Form ID: 34568
Publish: 07/13/2018
Details
Delaware Funds
Required Minimum Distribution Election
Lit No: IRA-116
Revised: 07/01/2018
Form ID: 34569
Publish: 07/13/2018
Details
Delaware Funds
Recharacterization Request (External)
Lit No: IRA-RECHAR-EXT
Revised: 02/01/2018
Form ID: 34570
Publish: 02/21/2018
Details
Delaware Funds
SIMPLE IRA Transfer of Assets
Lit No: RL-171-TOA
Revised: 09/01/2017
Form ID: 34571
Publish: 11/22/2017
Details
Delaware Funds
403(b) Beneficiary Designation Change
Lit No: RL-305-BC
Revised: 09/01/2017
Form ID: 34572
Publish: 11/22/2017
Details
Delaware Funds
General Instructions for 403(b)(7) Distributions
Lit No: RL-403(b)-FRMS
Revised: 09/01/2017
Form ID: 34573
Publish: 11/22/2017
Details
Delaware Funds
403(b)(7) Custodial Account Agreement
Lit No: RL-403(b)(7)-PD
Revised: 09/01/2017
Form ID: 34574
Publish: 11/22/2017
Details
Delaware Funds
Simple IRA Distribution Request
Lit No: RL-W4PFORM-SMPL
Revised: 02/01/2018
Form ID: 45114
Publish: 05/24/2018
Details
Delaware Funds
Non-Retirement Change Of Registration
Lit No: RL-NONREG
Revised: 06/01/2018
Form ID: 45115
Publish: 07/13/2018
Details
Delaware Funds
Inherited IRA Transfer Of Assets
Lit No: INH-IRA-TOA
Revised: 09/01/2017
Form ID: 45116
Publish: 11/22/2017
Details
Delaware Funds
IRA Inheritance Request (Spouse Beneficiary)
Lit No: INH-IRA-REQ-SP
Revised: 06/01/2018
Form ID: 45117
Publish: 07/13/2018
Details
Delaware Funds
IRA Inheritance Request (Non-Spouse Beneficiary)
Lit No: INH-IRA-REQ-NS
Revised: 06/01/2018
Form ID: 45118
Publish: 07/13/2018
Details
Delaware Funds
Beneficiary/Inherited IRA Distribution Chart
Lit No: INH-IRA-DIST
Revised: 09/01/2017
Form ID: 45119
Publish: 11/22/2017
Details
Delaware Funds
Disclaimer and Affidavit for Designated Beneficiar
Lit No: INH-IRA-DADB
Revised: 09/01/2017
Form ID: 45120
Publish: 11/22/2017
Details
Delaware Funds
Inherited IRA Application for Non-Spouse
Lit No: INH-IRA-APP
Revised: 09/01/2017
Form ID: 45121
Publish: 09/12/2017
Details
Delaware Funds
Invest by Mail
Lit No: FM-RS-IBM
Revised: 06/01/2017
Form ID: 45122
Publish: 09/12/2017
Details
Delaware Funds
Name Change Request
Lit No: FM-NAME
Revised: 05/01/2018
Form ID: 45123
Publish: 07/13/2018
Details
Delaware Funds
Affidavit Of Domicile
Lit No: FM-AOD
Revised: 06/01/2018
Form ID: 45124
Publish: 07/13/2018
Details
Delaware Funds
Coverdell Savings Account Application
Lit No: EIRA-101
Revised: 09/01/2017
Form ID: 45125
Publish: 11/22/2017
Details
Delaware Funds
Recharacterization Request (Internal)
Lit No: IRA-RECHAR-INT
Revised: 02/01/2018
Form ID: 54277
Publish: 02/21/2018
Details
Delaware Funds
SIMPLE IRA
Lit No: RL-171
Revised: 03/01/2018
Form ID: 54278
Publish: 05/24/2018
Details
Delaware Funds
SIMPLE IRA Certifiation of Rollover Assets
Lit No: RL-171-CRA
Revised: 02/01/2018
Form ID: 54279
Publish: 05/24/2018
Details
Delaware Funds
SIMPLE IRA Contribution List Bill
Lit No: RL-171-CW
Revised: 09/01/2017
Form ID: 54280
Publish: 11/22/2017
Details
Delaware Funds
Services for Your Account
Lit No: FM-MULT
Revised: 05/01/2018
Form ID: 54281
Publish: 07/13/2018
Details
Delaware Funds
403(b)(7) Distribution Instructions
Lit No: RL-403b-FRMS
Revised: 09/01/2017
Form ID: 58547
Publish: 07/13/2018
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
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Country Financial
Cunat --NEW--
CV Data Center --NEW--
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 --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
GPB
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
Lincoln Property Company --NEW--
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital --NEW--
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
Megatel Capital Investment --NEW--
MFS Investment Management
Midland IRA --NEW--
Midland National Life
Midland Retirement Distributors
Moody National REIT II
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions --NEW--
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
Owl Rock --NEW--
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
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
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
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard --NEW--
Thompson IM
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 Bank
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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