Federated Investors Online Forms Library

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Federated Investors
IRA Request for Transfer - State Street Bank
is Custodian
Lit No: G02504-07
Revised: 07/01/2015
Form ID: 20398
Publish: 01/29/2016
Details
Federated Investors
IRA Rollover Request Not State Street
State Street Bank is Custodian
Lit No: G02504-07
Revised: 12/16/2017
Form ID: 20399
Publish: 02/17/2017
Details
Federated Investors
CESA Request for Transfer
Coverdell Education Savings Account
Lit No: G02504-11
Revised: 04/01/2018
Form ID: 20401
Publish: 07/12/2018
Details
Federated Investors
IRA New Account Application
Lit No: G26855-01
Revised: 06/01/2018
Form ID: 20402
Publish: 07/23/2018
Details
Federated Investors
IRA Request for Distributions
Lit No: G02505-01
Revised: 05/01/2018
Form ID: 20404
Publish: 07/17/2018
Details
Federated Investors
SEP-IRA Request for Transfer - Bank is Custodian
Lit No: G02506-05
Revised: 06/01/2017
Form ID: 20405
Publish: 07/05/2017
Details
Federated Investors
SEP-IRA Contribution Allocation Worksheet
Lit No: G02506-07
Revised: 04/01/2018
Form ID: 20406
Publish: 07/12/2018
Details
Federated Investors
Individual Retirement Account (IRA) Beneficiary
Lit No: G02522-05
Revised: 04/01/2018
Form ID: 20409
Publish: 07/12/2018
Details
Federated Investors
Mutual Fund Payroll Deduction/Direct Deposit
Lit No: G26089-04
Revised: 05/01/2018
Form ID: 20410
Publish: 07/12/2018
Details
Federated Investors
Substitute Corporate Resolution
Lit No: G26089-64
Revised: 12/01/2017
Form ID: 20411
Publish: 02/13/2018
Details
Federated Investors
Redemption by Mail
Lit No: G26089-67
Revised: 08/01/2018
Form ID: 20412
Publish: 07/05/2017
Details
Federated Investors
Invest By Mail
Lit No: G26089-68
Revised: 09/01/2018
Form ID: 20413
Publish: 09/17/2018
Details
Federated Investors
New Account Application
Lit No: G26089-78
Revised: 01/01/2017
Form ID: 20414
Publish: 02/17/2017
Details
Federated Investors
Certificate of Incumbency
Lit No: G26089-81
Revised: 07/01/2017
Form ID: 20416
Publish: 10/12/2017
Details
Federated Investors
Transfer on Death (TOD) Registration Beneficiary
Lit No: G27569-12
Revised: 05/01/2018
Form ID: 20417
Publish: 07/11/2018
Details
Federated Investors
Dividend and or Capital Gain Distributios Authoriz
Lit No: G27569-13
Revised: 05/01/2018
Form ID: 20418
Publish: 07/11/2018
Details
Federated Investors
Change of Address
Lit No: G27569-15
Revised: 07/01/2018
Form ID: 20419
Publish: 09/17/2018
Details
Federated Investors
Change of Ownership
Lit No: G27569-17
Revised: 06/01/2018
Form ID: 20420
Publish: 02/27/2018
Details
Federated Investors
Signature Card for Check Writing Redemption
Lit No: 22517
Revised: 07/01/2017
Form ID: 20421
Publish: 10/12/2017
Details
Federated Investors
VISA Check Card 401
Lit No: 022522
Revised: 06/01/2017
Form ID: 20422
Publish: 07/05/2017
Details
Federated Investors
Class A or Class F Letter of Intent
Lit No: 27997
Revised: 11/01/2014
Form ID: 20423
Publish: 11/20/2015
Details
Federated Investors
SEP-IRA New Account Application-Bank is Custodian
SEP-IRA Applications Kit (State Street Bank is Custodian).pdf
Lit No: G02506-03
Revised: 04/01/2018
Form ID: 20424
Publish: 07/11/2018
Details
Federated Investors
Indemnification Agreement for Power of Attorney
Registration
Lit No: 35211
Revised: 01/01/2018
Form ID: 20425
Publish: 02/13/2018
Details
Federated Investors
IS & SS Shares Fluctuating Funds Eligibility
Institutional Shares (IS) and Service Shares (SS)
Lit No: 39923
Revised: 07/01/2017
Form ID: 20427
Publish: 10/12/2017
Details
Federated Investors
Telephone Request for Investment - Withdrawal ACH
Systematic Investment Program and Systematic Withdrawal Program
Lit No: 2012402
Revised: 08/01/2018
Form ID: 20428
Publish: 09/17/2018
Details
Federated Investors
Cost Basis Account Election
Lit No: 44201
Revised: 04/01/2018
Form ID: 27777
Publish: 07/11/2018
Details
Federated Investors
Add/Replace Existing Banking Instructions
Lit No: 44208
Revised: 08/01/2018
Form ID: 27778
Publish: 09/17/2018
Details
Federated Investors
CESA New Account Application
Lit No: G02504-09
Revised: 04/01/2018
Form ID: 27779
Publish: 07/17/2018
Details
Federated Investors
Universal IRA Information Kit
State Street Bank and Trust Company
Lit No: G02504-13
Revised: 12/01/2017
Form ID: 27780
Publish: 02/13/2018
Details
Federated Investors
Coverdell Education Savings Acct Information Kit
State Street Bank and Trust Company
Lit No: G02504-18
Revised: 12/01/2017
Form ID: 27781
Publish: 02/13/2018
Details
Federated Investors
Simple IRA Information Kit
State Street Bank and Trust Company
Lit No: G02507-07
Revised: 12/01/2017
Form ID: 27783
Publish: 02/13/2018
Details
Federated Investors
Financial Intermediary Update
Lit No: G26089-01
Revised: 08/01/2018
Form ID: 27784
Publish: 09/17/2018
Details
Federated Investors
Retirement or Annuity Account Application
Lit No: G26089-31
Revised: 03/01/2018
Form ID: 27785
Publish: 07/17/2018
Details
Federated Investors
Letter of Instruction
Lit No: G26089-77
Revised: 08/01/2018
Form ID: 27786
Publish: 09/17/2018
Details
Federated Investors
IRA New Account Application Kit
Lit No: G02504-07
Revised: 12/01/2016
Form ID: 27787
Publish: 02/17/2017
Details
Federated Investors
Wire Redemption Authorization
Lit No: 26089-40
Revised: 07/01/2017
Form ID: 33032
Publish: 10/12/2017
Details
Federated Investors
SIMPLE-IRA Payroll Contribution Allocation
Worksheet
Lit No: G02507-06
Revised: 05/01/2018
Form ID: 33034
Publish: 07/11/2018
Details
Federated Investors
SEP-IRA New Account Application-Bank Not Custodian
SEP-IRA Applications Kit (State Street Bank is Not Custodian).pdf
Lit No: G02506-04
Revised: 09/01/2015
Form ID: 34500
Publish: 11/20/2015
Details
Federated Investors
SEP-IRA Request for Transfer - Bank NOT Custodian
Lit No: G02506-06
Revised: 09/01/2015
Form ID: 34503
Publish: 11/20/2015
Details
Federated Investors
IRA Request for Transfer/Direct Rollover
Lit No: G02504-05
Revised: 04/01/2018
Form ID: 34504
Publish: 07/11/2018
Details
Federated Investors
R6 Shares Eligibility
Lit No: 45338
Revised: 07/01/2017
Form ID: 34508
Publish: 10/12/2017
Details
Federated Investors
Name Change Form
Lit No: 45461
Revised: 07/01/2017
Form ID: 45803
Publish: 08/22/2017
Details
Federated Investors
SIMPLE-IRA Employer Instructions
Lit No: G02507-23
Revised: 07/01/2012
Form ID: 45804
Publish: 11/20/2015
Details
Federated Investors
Business & Non-Profit Entities Change of Ownership
Lit No: 45556
Revised: 03/01/2018
Form ID: 46727
Publish: 07/11/2018
Details
Federated Investors
New Account Application - Business Entity
Financial Intermediary/Direct Retail
Lit No: G26089-87
Revised: 05/01/2018
Form ID: 57024
Publish: 07/11/2018
Details
Federated Investors
New Account Application - Fiduciary Non-Retirement
Lit No: G26089-86
Revised: 05/01/2018
Form ID: 57025
Publish: 07/17/2018
Details
Federated Investors
New Account Application
Lit No: G26089-85
Revised: 05/01/2018
Form ID: 58203
Publish: 07/17/2018
Details
Federated Investors
Letter of Intent Class A or F
Lit No:
Revised: 06/01/2017
Form ID: 58950
Publish: 10/12/2017
Details
Federated Investors
SIMPLE-IRA Request for Transfer
Lit No: G02507-15
Revised: 06/01/2017
Form ID: 60847
Publish: 02/16/2018
Details
Federated Investors
SIMPLE-IRA Salaray Reduction Agreement
Lit No: G02507-29
Revised: 01/01/2018
Form ID: 60848
Publish: 02/15/2018
Details
Federated Investors
SIMPLE-IRA Contribution Notice
Lit No: G02507-10
Revised: 05/01/2018
Form ID: 60849
Publish: 07/12/2018
Details
Federated Investors
SIMPLE-IRA New Account App Savings Incentive Match
Lit No: G02507-13
Revised: 04/01/2018
Form ID: 60850
Publish: 07/17/2018
Details
Federated Investors
Decedent IRA New Account Application
Lit No: 46548
Revised: 04/01/2018
Form ID: 63094
Publish: 07/23/2018
Details
Federated Investors
Gifting Fund Shares
Lit No: 50047
Revised: 06/01/2018
Form ID: 63095
Publish: 07/05/2018
Details
Federated Investors
IRA Conversion & Recharacterization Request
Lit No: 50037
Revised: 05/01/2018
Form ID: 63096
Publish: 07/05/2018
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
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
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
Guardian Insurance & Annuity Company, Inc.
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 --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
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
Natixis Funds
NEST 529 College Savings --NEW--
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Old Mutual
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
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
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 --NEW--
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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