American Funds Online Forms Library

Form Search Results

Subscribe to the RSS feed for this company 

Your search returned 100 records.
Search Results
Records per Page:
     
American Funds
403(b) Beneficiary Designation
Form used to designate a beneficiary for a 403(b) plan account
Lit No: IR4BFM-009-0215
Revised: 02/01/2015
Form ID: 2
Publish: 06/28/2017
Details
American Funds
Required Minimum Distribution Request
Lit No: RPGEFM-046-0918M
Revised: 09/01/2018
Form ID: 5
Publish: 10/01/2018
Details
American Funds
Request for Transfer of Assets
Lit No: IRGEFM-081-0618O
Revised: 06/01/2018
Form ID: 10
Publish: 07/30/2018
Details
American Funds
Application for Individual or Joint Accounts
Lit No: MFGEFM-087-0518M
Revised: 05/01/2018
Form ID: 12
Publish: 10/11/2018
Details
American Funds
Change of Dealer Authorization
Form used to change the dealer and/or financial adviser on a shareholder account
Lit No: MFGEFM-003-0918
Revised: 09/01/2018
Form ID: 14
Publish: 09/27/2018
Details
American Funds
CollegeAmerica Account Application
Application used to establish a 529 CollegeAmerica savings account. (Must be preceded or accompanied by the CollegeAmerica Program Description.)
Lit No: CAIDFM-002-0818M
Revised: 08/01/2018
Form ID: 15
Publish: 10/09/2018
Details
American Funds
CollegeAmerica Employer Authorization
Form used by an employer to establish a 529 CollegeAmerica savings program for its employees.
Lit No: CAERFM-002-0218
Revised: 02/01/2018
Form ID: 16
Publish: 03/02/2018
Details
American Funds
Employer-Sponsored CollegeAmerica Account App
Application used by individuals to establish an employer-sponsored 529 CollegeAmerica savings account. (Must be preceded or accompanied by the CollegeAmerica Program Description.)
Lit No: CAERFM-001-0218M
Revised: 02/01/2018
Form ID: 17
Publish: 03/02/2018
Details
American Funds
CollegeAmerica Program Description
Detailed guide to our 529 college savings plan. (Must precede or accompany the CollegeAmerica account application.)
Lit No: CAGEBR-001-0718MB
Revised: 07/01/2018
Form ID: 18
Publish: 07/17/2018
Details
American Funds
CollegeAmerica Rollover/Transfer Request
Form used to request a rollover from another 529 program to CollegeAmerica.
Lit No: CAGEFM-003-0818P
Revised: 08/01/2018
Form ID: 19
Publish: 08/30/2018
Details
American Funds
Coverdell ESA Application
Application used to establish a Coverdell Education Savings Account.
Lit No: IRGEFM-002-03170
Revised: 03/01/2017
Form ID: 20
Publish: 04/13/2017
Details
American Funds
Coverdell ESA Distribution Request
Used by the account's custodian and/or beneficiary to take a distribution from a Coverdell Education Savings Account.
Lit No: CAGEFM-008-0817
Revised: 08/01/2017
Form ID: 22
Publish: 08/28/2017
Details
American Funds
IRA Beneficiary Change
Use this form to change the beneficiary on an IRA Account. Requires original signatures
Lit No: IRGEFM-004-1214
Revised: 12/01/2014
Form ID: 24
Publish: 09/19/2016
Details
American Funds
Roth IRA Request for Conversion
Form used to request a conversion from a Traditional or SIMPLE IRA to a Roth IRA
Lit No: IRIDFM-008-1217
Revised: 12/01/2017
Form ID: 27
Publish: 12/14/2017
Details
American Funds
SEP Employer Guide
Explains SEP plan basics and includes all the forms needed to establish a SEP plan.
Lit No: IRSEBR-003-1217
Revised: 12/01/2017
Form ID: 30
Publish: 01/16/2018
Details
American Funds
SIMPLE IRA Salary Deferral Election
Form that allows employees to set up salary deferrals for their SIMPLE IRA
Lit No: IRSMFM-002-1117
Revised: 11/01/2017
Form ID: 32
Publish: 11/29/2017
Details
American Funds
SIMPLE IRA Employee Guide
SIMPLE IRA plan basics and includes all the forms and applications an employee needs
Lit No: IRSMBR-003-0218M
Revised: 02/01/2018
Form ID: 39
Publish: 02/26/2018
Details
American Funds
SIMPLE IRA Plan Sponsor Guide
SIMPLE IRA plan basics and includes all the forms an employer needs
Lit No: IRSMBR-002-1117M
Revised: 11/01/2017
Form ID: 40
Publish: 12/19/2017
Details
American Funds
Traditional/Roth IRA Application
Booklet includes all the forms needed to open a Traditional or Roth IRA
Lit No: IRIDFM-014-0718
Revised: 07/01/2018
Form ID: 43
Publish: 10/11/2018
Details
American Funds
457(b) Distribution Request
Allows participants to take a distribution from their 457(b) plan account
Lit No: IRGEFM-011-1017
Revised: 10/01/2017
Form ID: 591
Publish: 10/26/2017
Details
American Funds
SIMPLE IRA Notification to Eligible Employees
Summary Description for the SIMPLE IRA Plan
Lit No: IRSMFM-003-0818
Revised: 08/01/2018
Form ID: 754
Publish: 08/22/2018
Details
American Funds
SEP Employee Guide
This application booklet provides all forms needed to open Employee accounts.
Lit No: IRSEBR-002-0218M
Revised: 02/01/2018
Form ID: 2970
Publish: 02/15/2018
Details
American Funds
Gift of Shares Request
Lit No: MFGEFM-004-08170
Revised: 08/01/2017
Form ID: 3490
Publish: 08/24/2017
Details
American Funds
403(b) Salary Deferral Election
Used to help participants notify their employer of salary deferral elections
Lit No: IR4BFM-010-0218
Revised: 02/01/2018
Form ID: 5074
Publish: 02/22/2018
Details
American Funds
SARSEP Employer Guide
Contains all documents an Employer needs to establish a SARSEP account.
Lit No: IRSABR-003-0714O
Revised: 07/01/2014
Form ID: 5227
Publish: 03/31/2016
Details
American Funds
Coverdell Request for Transfer of Assets
Use this form when submitting a request to transfer assets into an American Funds Coverdell account
Lit No: CAGEFM-001-0617
Revised: 06/01/2017
Form ID: 5310
Publish: 06/29/2017
Details
American Funds
Mutual Fund Account Options
Use this form to update or add options to an existing retail account.
Lit No: MFGEFM-012-0818
Revised: 08/01/2018
Form ID: 5542
Publish: 08/30/2018
Details
American Funds
Traditional & Roth IRA Recharacterization Request
This form is used recharacterize either contributions or conversions of Traditional or Roth IRA moeny
Lit No: IRGEFM-003-0518
Revised: 05/01/2018
Form ID: 5545
Publish: 05/24/2018
Details
American Funds
SARSEP Retirement Plan Employee Guide
Contains all documents needed to establish an Employee SARSEP account.
Lit No: IRSABR-002-0218
Revised: 02/01/2018
Form ID: 5546
Publish: 10/11/2018
Details
American Funds
Traditional or Roth IRA Account Options
Use this form to update or add account options to an existing IRA account.
Lit No: IRIDFM-005-0818O
Revised: 08/01/2018
Form ID: 5552
Publish: 08/30/2018
Details
American Funds
403(b) New Participant Enrollment
Used by new participants for 403(b) enrollment
Lit No: IR4BFM-013-0617
Revised: 06/01/2017
Form ID: 6996
Publish: 10/11/2018
Details
American Funds
CollegeAmerica Distribution Request
Used to request distribution from 529 plans
Lit No: CAIDFM-005-07170
Revised: 07/01/2017
Form ID: 8009
Publish: 08/24/2017
Details
American Funds
Online Group Investments Submitting Contributions
and Fax Cover - This form is used to submit contributions electronically
Lit No: IRSMFM-009-0317
Revised: 03/01/2017
Form ID: 8554
Publish: 03/22/2017
Details
American Funds
Sales Charge Exemption
For accounts that qualify for NAV.
Lit No: MFGEFM-016-0118
Revised: 01/01/2018
Form ID: 8804
Publish: 01/29/2018
Details
American Funds
SARSEP IRA Salary Deferral Election
Used between employer and employee to initiate payroll deductions
Lit No: IRSAFM-001-0218
Revised: 02/01/2018
Form ID: 8805
Publish: 02/15/2018
Details
American Funds
Statement of Intention (SOI)
Statement of Intention
Lit No: MFGEFM-026-1016
Revised: 10/01/2016
Form ID: 9217
Publish: 10/26/2016
Details
American Funds
SIMPLE IRA Request for Transfer of Assets
Use this to transfer SIMPLE IRA assets into a new SIMPLE IRA.
Lit No: IRSMFM-005-11170
Revised: 11/01/2017
Form ID: 9738
Publish: 11/13/2017
Details
American Funds
Name Change Request
Name Change Request
Lit No: MFGEFM-013-0215
Revised: 02/01/2015
Form ID: 9973
Publish: 02/26/2015
Details
American Funds
Distribution Req Excess Contribution Trad/Roth IRA
Distribution Request for Excess Contribution From Traditional and Roth IRAs
Lit No: IRGEFM-005-0518
Revised: 05/01/2018
Form ID: 10245
Publish: 05/31/2018
Details
American Funds
Request to Sell Shares
Transfer Authorization/Stock Assignment
Lit No: MFGEFM-077-0717
Revised: 07/01/2017
Form ID: 10587
Publish: 08/03/2017
Details
American Funds
Add/Update Bank Information
Lit No: MFGEFM-028-08170
Revised: 08/01/2017
Form ID: 10618
Publish: 08/28/2017
Details
American Funds
Beneficiary Change - Basic Plans (MPP/PSP)
Use this form to change a beneficiary for Money Purchase Pension and Profit-sharing plans
Lit No: RPGEFM-025-0215
Revised: 02/01/2015
Form ID: 15158
Publish: 06/28/2017
Details
American Funds
Transfer on Death (TOD) Registration Request
Use to establish an account under the Uniform Transfer on Death Security Registration Act
Lit No: MFGEFM-002-0417
Revised: 04/01/2017
Form ID: 15159
Publish: 05/15/2017
Details
American Funds
MPP/PSP Distribution Request
Lit No: RPGEFM-001-0916
Revised: 09/01/2016
Form ID: 15160
Publish: 06/28/2017
Details
American Funds
CollegeAmerica Account Options
Used to update or add options to an existing 529 CollegeAmerica account.
Lit No: CAGEFM-009-0918
Revised: 09/01/2018
Form ID: 17953
Publish: 08/30/2018
Details
American Funds
Coverdell - ESA Account Options/Fundslink
Lit No: CAGEFM-010-0818
Revised: 08/01/2018
Form ID: 18637
Publish: 08/30/2018
Details
American Funds
403(b) Request for Exchange to American Funds
Lit No: IR4BFM-028-0617
Revised: 06/01/2017
Form ID: 19242
Publish: 06/06/2017
Details
American Funds
CollegeAmerica Account Change Request
Lit No: CAIDFM-006-0818
Revised: 08/01/2018
Form ID: 20429
Publish: 10/11/2018
Details
American Funds
Inherited IRA Application
Lit No: IRGEFM-024-0718
Revised: 07/01/2018
Form ID: 20785
Publish: 10/11/2018
Details
American Funds
SIMPLE IRA Transfer Election
Lit No: IRSMFM-007-1218
Revised: 12/01/2018
Form ID: 20881
Publish: 04/10/2018
Details
American Funds
Trust Beneficiary Claim
Lit No: RPGEFM-031-0618
Revised: 06/01/2018
Form ID: 21764
Publish: 06/25/2018
Details
American Funds
Fund Information
Lit No: MFGEFM-043-0718
Revised: 07/01/2018
Form ID: 24340
Publish: 07/23/2018
Details
American Funds
Court-Ordered Division of Assets
for 403(b), 457(b), MPP/PSP or Texas ORP
Lit No: RPGEFM-106-0614
Revised: 05/01/2014
Form ID: 25475
Publish: 10/23/2017
Details
American Funds
IRA Divorce Transfer Request
Lit No: IRGEFM-056-0615
Revised: 06/01/2015
Form ID: 25476
Publish: 06/28/2017
Details
American Funds
Request to Move Non-Retirement/Nonqualified Assets
Lit No: MFGEFM-048-0214
Revised: 02/01/2014
Form ID: 25519
Publish: 10/23/2017
Details
American Funds
Cost Basis Update Request
Lit No: MFGEFM-056-0214
Revised: 02/01/2014
Form ID: 27242
Publish: 02/19/2014
Details
American Funds
Distribution Req Excess Contribution SEP/SARSEP
Distribution Request for Excess Contributions From SEP/SARSEP IRAs
Lit No: IRSEFM-001-12160
Revised: 12/01/2016
Form ID: 27670
Publish: 06/28/2017
Details
American Funds
State Tax Information
Traditional, SEP, SARSEP, Roth, SIMPLE
Lit No: IRGEFM-064-0318
Revised: 03/01/2018
Form ID: 31583
Publish: 03/08/2018
Details
American Funds
IRA Rollover/Transfer Request
Lit No: IRGEFM-067-0915
Revised: 09/01/2015
Form ID: 33962
Publish: 02/25/2016
Details
American Funds
IRA Automatic Distribution Request
Lit No: IRGEFM-066-0817
Revised: 08/01/2017
Form ID: 33963
Publish: 08/24/2017
Details
American Funds
IRA Single Distribution Request
Lit No: IRGEFM-065-0717
Revised: 07/01/2017
Form ID: 33964
Publish: 08/24/2017
Details
American Funds
IRA Substantially Equal Periodic Payments Request
Lit No: IRGEFM-068-0618
Revised: 06/01/2018
Form ID: 33967
Publish: 06/04/2018
Details
American Funds
IRA Disability Distribution Request
Lit No: IRGEFM-069-0618
Revised: 06/01/2018
Form ID: 33968
Publish: 06/18/2018
Details
American Funds
Transfer/Registration Change Request
Lit No: MFGEFM-053-0518
Revised: 05/01/2018
Form ID: 34750
Publish: 05/31/2018
Details
American Funds
UGMA/UTMA Successor Custodian Designation
Lit No: MFGEFM-027-1018
Revised: 10/01/2018
Form ID: 35364
Publish: 10/08/2018
Details
American Funds
CollegeAmerica Supplemental Account Application
Lit No: CAIDFM-010-0518
Revised: 05/01/2018
Form ID: 35942
Publish: 05/10/2018
Details
American Funds
ESA Beneficiary Change
Lit No: CAGEFM-006-0617
Revised: 06/01/2017
Form ID: 36863
Publish: 06/12/2017
Details
American Funds
Application for Entities
Business, Nonprofit and Trust Accounts
Lit No: MFGEFM-088-0518
Revised: 05/01/2018
Form ID: 37779
Publish: 10/11/2018
Details
American Funds
Retirement Plan Beneficiary Cash Distribution
Lit No: RPGEFM-065-0618
Revised: 06/01/2018
Form ID: 38793
Publish: 06/18/2018
Details
American Funds
Inherited IRA Distribution Request
Lit No: IRGEFM-072-08170
Revised: 08/01/2017
Form ID: 38794
Publish: 08/28/2017
Details
American Funds
Ret Nonspousal Beneficiary Claim Distribution
403(b), 457(b), Profit-Sharing and Money Purchase
Lit No: RPGEFM-111-0518
Revised: 05/01/2018
Form ID: 38795
Publish: 05/10/2018
Details
American Funds
Retirement Spousal Beneficiary Claim Distribution
403(b), 457(b), Profit-Sharing and Money Purchase
Lit No: RPGEFM-110-0618
Revised: 06/01/2018
Form ID: 38796
Publish: 07/10/2018
Details
American Funds
IRA Nonspousal Beneficiary Claim
Traditional (including SEP/SARSEP), Roth and SIMPLE IRAs
Lit No: IRGEFM-074-0518
Revised: 05/01/2018
Form ID: 38797
Publish: 05/10/2018
Details
American Funds
IRA Spousal Beneficiary Claim
Traditional (including SEP/SARSEP), Roth and SIMPLE IRAs
Lit No: IRGEFM-073-0618
Revised: 06/01/2018
Form ID: 38798
Publish: 06/26/2018
Details
American Funds
Gift Transfer of Shares to Charitable Organization
Lit No: MFGEFM-006-0518
Revised: 05/01/2018
Form ID: 41011
Publish: 05/10/2018
Details
American Funds
Beneficiary Declaration and Indemnification
Lit No: IRGEFM-037-1018
Revised: 10/01/2018
Form ID: 41012
Publish: 06/28/2017
Details
American Funds
CollegeAmerica Account App Multiple Beneficiaries
Lit No: CAIDFM-009-03170
Revised: 03/01/2017
Form ID: 41087
Publish: 04/13/2017
Details
American Funds
403(b) Single Distribution Request
Lit No: IR4BFM-002-0817O
Revised: 08/01/2017
Form ID: 53866
Publish: 08/24/2017
Details
American Funds
403(b) Direct Rollover Request CB&T Account
Lit No: IR4BFM-001-0217O
Revised: 02/01/2017
Form ID: 53867
Publish: 02/16/2017
Details
American Funds
Payroll Deduction Election
Lit No: CAGEFM-012-09160
Revised: 09/01/2016
Form ID: 54835
Publish: 03/13/2017
Details
American Funds
F-2 Share Account Conversion
Lit No: MFGEFM-079-01170
Revised: 07/01/2017
Form ID: 54929
Publish: 08/14/2017
Details
American Funds
F-2 Share Account Application
Financial Professional
Lit No: MFGEFM-100-0918
Revised: 09/01/2018
Form ID: 54930
Publish: 08/31/2018
Details
American Funds
F-2 Share Class Supplement
Traditional, Roth, SEP, OR SARSEP IRA
Lit No: MFGEFM-101-0718
Revised: 07/01/2018
Form ID: 54931
Publish: 07/30/2018
Details
American Funds
F-2 Share Class Supplement - CESA
Lit No: MFGEFM-102-02170
Revised: 02/01/2017
Form ID: 54932
Publish: 03/14/2017
Details
American Funds
F-2 Share Class Supplement - Indiv or Joint Acct
Lit No: MFGEFM-103-02170
Revised: 02/01/2017
Form ID: 54933
Publish: 03/28/2017
Details
American Funds
F-2 Share Class Supplement Indiv Retirement Acct
Lit No: MFGEFM-104-02170
Revised: 02/01/2017
Form ID: 54934
Publish: 03/15/2017
Details
American Funds
F-2 Share Class Supplement - SIMPLE IRA
Lit No: MFGEFM-105-02180
Revised: 02/01/2018
Form ID: 54935
Publish: 02/26/2018
Details
American Funds
F-2 Share ACH Authorization for Fee Recovery
Lit No: MFGEFM-107-02170
Revised: 02/01/2017
Form ID: 54936
Publish: 03/15/2017
Details
American Funds
529 Account Application for Employees - VA
Lit No: CAIDFM-004-0818
Revised: 08/01/2018
Form ID: 55545
Publish: 08/30/2018
Details
American Funds
IRS W-8BEN with Supplement
Lit No: MFGEGP-001-0918
Revised: 09/01/2018
Form ID: 55632
Publish: 09/20/2018
Details
American Funds
403(b) Request for Information
Lit No: IR4BFM-045-12130
Revised: 12/01/2013
Form ID: 55633
Publish: 04/18/2017
Details
American Funds
Lost Securities Notification
Lit No: MFGEFM-008-10160
Revised: 10/01/2016
Form ID: 55634
Publish: 06/28/2017
Details
American Funds
Signature Card Update
Lit No: MFGEFM-014-04160
Revised: 04/01/2016
Form ID: 55635
Publish: 04/18/2017
Details
American Funds
Payroll Deduction Enrollment Traditional/Roth IRA
Lit No: IRERFM-001-0318O
Revised: 03/01/2018
Form ID: 56195
Publish: 04/05/2018
Details
American Funds
5304-SIMPLE
Lit No: IRSMFM-602-0818P
Revised: 08/01/2018
Form ID: 58532
Publish: 08/28/2018
Details
American Funds
Short Application for Individual or Joint Accounts
Lit No: MFGEFM-117-0518
Revised: 05/01/2018
Form ID: 62472
Publish: 10/11/2018
Details
American Funds
Incoming Rollover Request
Lit No: IRGEFM-080-0618
Revised: 06/01/2018
Form ID: 63332
Publish: 07/30/2018
Details
American Funds
Investment Advisor Representative to Act as Agent
Lit No: RAGEFM-002-10160
Revised: 10/01/2016
Form ID: 63505
Publish: 08/15/2018
Details
American Funds
Automatic Investment Plan Request
Lit No: MFGEFM-118-0518
Revised: 05/01/2018
Form ID: 63829
Publish: 09/05/2018
Details
American Funds
ABLEAmerica Account Application
Lit No: CAIDFM-014-0618
Revised: 06/01/2018
Form ID: 63854
Publish: 10/11/2018
Details

View Forms By Company

Companies Hosting Forms With Quik!

The list below only displays companies that are available to all users - private companies are not displayed without signing up for an account first. To see the forms currently available for a company click the company name. Also, try our advanced form search.

 
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 --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
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
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
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

Don't See What You Want?

Not every company in our library is publicly listed. Contact us to see if we can give you access to the company you're seeking. Or... Request A New Company!

Be informed about Quik! with RSS by subscribing to the different feeds below.

Get Quik! News:   Quik! News RSS Feed

Learn about new companies that join Quik! by subscribing to the Quik! News RSS feed - click the RSS icon above.

Quik! Form Updates:   Quik! Forms Updates RSS Feed

Learn when forms are added or updated in Quik! by subscribing to the Quik! Form Updates RSS feed - click the RSS icon above.


To follow the updates of a specific company, click the company name in the list above and subscribe to the RSS feed at the top of the search results.

New to RSS? Here's info about RSS that might help.

*Our forms security model ensures that only registered users can see and use forms. If you want to start using forms, sign up for a FREE trial today!