Oppenheimer Funds Online Forms Library

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Oppenheimer Funds
IRA Distribution Forms Kit
RE0000.921.0615, RB0000.105.0515
Lit No: RB0000.105.0118
Revised: 04/03/2018
Form ID: 353
Publish: 06/01/2018
Details
Oppenheimer Funds
CESA Kit
Coverdell Education Savings Account
Lit No: RE0000.266.0310
Revised: 03/31/2010
Form ID: 354
Publish: 08/30/2018
Details
Oppenheimer Funds
IRA Minor Indemnification
Lit No: RE0000.258.0218
Revised: 05/11/2018
Form ID: 358
Publish: 05/23/2018
Details
Oppenheimer Funds
Change of Beneficiary IRA Accounts
Use this form to designate beneficiaries or change beneficiaries for an IRA
Lit No: RE0000.007.0816
Revised: 08/19/2016
Form ID: 359
Publish: 02/09/2017
Details
Oppenheimer Funds
Account Application Non-Retirement
Lit No: AO0000.020.0718
Revised: 07/01/2018
Form ID: 360
Publish: 08/02/2018
Details
Oppenheimer Funds
Checkwriting Application
Lit No: AO0000.010.1217
Revised: 12/29/2017
Form ID: 362
Publish: 01/12/2018
Details
Oppenheimer Funds
Account Change Application
To make any changes or corrections to your client's existing accounts such as dividend and capital gains distributions, telephone exchange and redemption privileges and automatic withdrawal and exc
Lit No: AO0000.002.1217
Revised: 11/29/2017
Form ID: 364
Publish: 01/12/2018
Details
Oppenheimer Funds
Redemption Form for Nonretirement Accounts
Lit No: AO0000.036.1217
Revised: 12/29/2017
Form ID: 366
Publish: 01/12/2018
Details
Oppenheimer Funds
Scholar's Edge - Enrollment Application
Lit No: SE0000.010.0418
Revised: 04/27/2018
Form ID: 367
Publish: 05/23/2018
Details
Oppenheimer Funds
403(b)(7) Custodial Account Employee Guide Kit
403(b)(7) Custodial Account Application, RE0000.139.1214, 403(b)(7) Salary Deduction Agreement, 403(b)(7) Maximum Contribution Worksheet,
Lit No: RB0000.002.1117
Revised: 12/11/2017
Form ID: 3501
Publish: 01/12/2018
Details
Oppenheimer Funds
SIMPLE IRA Account Application
Lit No: RE0000.384.1117
Revised: 12/20/2017
Form ID: 5061
Publish: 02/07/2018
Details
Oppenheimer Funds
Transfer on Death Registration
Lit No: OM0000.007.0718
Revised: 07/26/2018
Form ID: 5064
Publish: 07/31/2018
Details
Oppenheimer Funds
PATRIOT Act Supplemental Insert For App
Supplemental Insert for Applications
Lit No: AO0000.039.1217
Revised: 12/29/2017
Form ID: 5283
Publish: 01/12/2018
Details
Oppenheimer Funds
Single K Distribution Forms Kit
RE0000.101.0310 RE0000.905.0310
Lit No:
Revised: 03/31/2010
Form ID: 5361
Publish: 07/29/2015
Details
Oppenheimer Funds
Single K Salary Deduction Agreement
from Single K Application Kit
Lit No: RE0000.676.1117
Revised: 12/05/2017
Form ID: 5363
Publish: 02/07/2018
Details
Oppenheimer Funds
The Education Plan Enrollment Application
Lit No: EP0000.007.0218
Revised: 02/23/2018
Form ID: 5899
Publish: 03/14/2018
Details
Oppenheimer Funds
Payroll Deduction IRA Application
Lit No: RE0000.339.0515
Revised: 05/29/2015
Form ID: 5907
Publish: 07/28/2015
Details
Oppenheimer Funds
Retirement Plan Application Investment Only Plans
Lit No: RE0000.541.0614
Revised: 06/24/2014
Form ID: 5908
Publish: 07/29/2015
Details
Oppenheimer Funds
403(b)(7) and Single K Loan Application
Lit No: RB0000.125.0215
Revised: 02/10/2015
Form ID: 5912
Publish: 05/29/2015
Details
Oppenheimer Funds
Financial Advisor Change
Use this form to change broker-dealer forms, financial advisor representatives, broker-dealer branch addresses, ?nancial advisor addresses, change rep ID numbers or to correct misspelled names
Lit No: AO0000.034.1217
Revised: 12/22/2017
Form ID: 5932
Publish: 01/12/2018
Details
Oppenheimer Funds
Letter of Intent (LOI)
Lit No: AO0000.011.1217
Revised: 11/30/2017
Form ID: 6118
Publish: 02/07/2018
Details
Oppenheimer Funds
Portfolio Builder Account Application
Lit No: AO0000.027.0718
Revised: 06/29/2018
Form ID: 6388
Publish: 07/13/2018
Details
Oppenheimer Funds
SEP IRA / SARSEP IRA Adoption Agreement
from SEP IRA Employer Guide
Lit No: RE0000.065.0613
Revised: 06/01/2013
Form ID: 6587
Publish: 07/27/2015
Details
Oppenheimer Funds
SARSEP IRA Salary Reduction Agreement
from SEP IRA Participant Guide Kit
Lit No:
Revised: 02/01/2018
Form ID: 6588
Publish: 02/07/2018
Details
Oppenheimer Funds
SEP IRA/SARSEP IRA Account Application
from SEP IRA Participant Guide Kit
Lit No: RE0000.421.1117
Revised: 12/18/2017
Form ID: 6589
Publish: 02/07/2018
Details
Oppenheimer Funds
SEP/SARSEP IRA Disclosure Statement
Lit No: RE0000.420.1117
Revised: 12/18/2017
Form ID: 6591
Publish: 02/07/2018
Details
Oppenheimer Funds
403(b)(7) Custodial Agreement
Lit No: RE0000.812.1117
Revised: 11/06/2017
Form ID: 8516
Publish: 01/12/2018
Details
Oppenheimer Funds
403(b)(7) Salary Deduction Agreement
from 403(b)(7) Custodial Account Employee Guide Kit
Lit No:
Revised: 05/01/2017
Form ID: 8517
Publish: 07/27/2017
Details
Oppenheimer Funds
403(b)(7) Maximum Contribution Worksheet - 2016
from 403(b)(7) Custodial Account Employee Guide Kit
Lit No:
Revised: 08/01/2016
Form ID: 8518
Publish: 08/04/2016
Details
Oppenheimer Funds
403(b)(7) Custodial Account Application
Lit No: RE0000.002.0117
Revised: 11/01/2017
Form ID: 8519
Publish: 07/31/2018
Details
Oppenheimer Funds
403(b)(7) Distribution Forms Kit
RE1000.920.0115, Account Distribution Request
Lit No: RB0000.108.0617
Revised: 06/27/2017
Form ID: 8520
Publish: 09/07/2018
Details
Oppenheimer Funds
IRA Transfer Request
Lit No: RE0000.002.0917
Revised: 09/27/2017
Form ID: 8864
Publish: 04/06/2018
Details
Oppenheimer Funds
Coverdell Education Savings Account Transfer
Lit No: RE0000.265.0109
Revised: 01/01/2009
Form ID: 8927
Publish: 03/02/2017
Details
Oppenheimer Funds
Portfolio Builder Dollar Cost Averaging
Lit No: PB0000.100.1217
Revised: 12/30/2017
Form ID: 10350
Publish: 01/12/2018
Details
Oppenheimer Funds
Portfolio Builder Account Change - (Non-IRA)
Use this form to make corrections or to change investment options.
Lit No: AO0000.031.0118
Revised: 02/01/2018
Form ID: 10355
Publish: 02/07/2018
Details
Oppenheimer Funds
Portfolio Builder Change in Target Allocation
Lit No: AO0000.029.0718
Revised: 07/03/2018
Form ID: 10356
Publish: 07/13/2018
Details
Oppenheimer Funds
Portfolio Builder Traditional and ROTH IRA App
Lit No: AO0000.026.0315
Revised: 03/01/2015
Form ID: 10358
Publish: 07/28/2015
Details
Oppenheimer Funds
403(b) Contract Exchange/Transfer/Rollover
Lit No: RE0000.139.1117
Revised: 11/06/2017
Form ID: 10409
Publish: 01/12/2018
Details
Oppenheimer Funds
Account Application for Traditional IRA/Roth IRA
Lit No: RE0000.009.0917
Revised: 12/08/2017
Form ID: 10417
Publish: 04/06/2018
Details
Oppenheimer Funds
403(b)(7)/Single K Loan Transfer
Lit No: RPL0005.099.0617
Revised: 06/21/2017
Form ID: 14924
Publish: 01/12/2018
Details
Oppenheimer Funds
Single K Removal of Excess
Lit No: RE000.886.0410
Revised: 04/19/2010
Form ID: 14926
Publish: 07/26/2012
Details
Oppenheimer Funds
AccountLink and Asset Builder Authorization
Lit No: FP0000.019.1217
Revised: 12/07/2017
Form ID: 14927
Publish: 01/12/2018
Details
Oppenheimer Funds
Direct Deposit Sign Up
Lit No: A00000.042.0215
Revised: 02/27/2015
Form ID: 14932
Publish: 04/01/2015
Details
Oppenheimer Funds
401(k) Plan Adoption Agreement
from Single K Application Kit
Lit No: RE0000.632.1217
Revised: 12/01/2017
Form ID: 14934
Publish: 02/07/2018
Details
Oppenheimer Funds
The Education Plan Account Maintenance
Lit No: EP0000.022.0217
Revised: 02/10/2017
Form ID: 21935
Publish: 03/10/2017
Details
Oppenheimer Funds
The Education Plan Employer Auth Payroll Deduction
Lit No: EP0000.127.0418
Revised: 04/13/2018
Form ID: 21948
Publish: 05/23/2018
Details
Oppenheimer Funds
The Education Plan Change of Trustee/Rollover
Direct
Lit No: EP0000.011.0218
Revised: 02/23/2018
Form ID: 21975
Publish: 03/14/2018
Details
Oppenheimer Funds
Single K Plan Participant Enrollment
Lit No: RE0000.347.0817
Revised: 11/24/2017
Form ID: 22777
Publish: 02/07/2018
Details
Oppenheimer Funds
Single K, Profit Sharing Transfer
Also for use with Money Purchase and Pension Plan
Lit No: RE0002.303.0817
Revised: 11/27/2017
Form ID: 22783
Publish: 01/12/2018
Details
Oppenheimer Funds
Federal Wire Redemption Authorization
Lit No: AO0000.007.1217
Revised: 11/29/2017
Form ID: 22784
Publish: 02/07/2018
Details
Oppenheimer Funds
Single K Designation of Beneficiary
Lit No: RE0000.627.0817
Revised: 09/18/2017
Form ID: 23623
Publish: 02/07/2018
Details
Oppenheimer Funds
403(b) Employer Guide
Lit No: RE0000.505.0318
Revised: 03/01/2018
Form ID: 24210
Publish: 05/23/2018
Details
Oppenheimer Funds
Non-ERISA 403(b) Plan Document
For use with Section 501 (c)(3) Organizations
Lit No: RE0002.089.0513
Revised: 05/03/2013
Form ID: 24753
Publish: 08/04/2016
Details
Oppenheimer Funds
IRA Conversion/Recharacterization Request
IRA Conversion Recharacterization Request Form Instructional Guide
Lit No: RE1000.003.1110
Revised: 11/30/2010
Form ID: 26118
Publish: 03/02/2017
Details
Oppenheimer Funds
SIMPLE IRA Transfer Request
Lit No: RE0000.542.1117
Revised: 12/06/2017
Form ID: 28215
Publish: 01/12/2018
Details
Oppenheimer Funds
Scholar's Edge Withdrawal Request
Lit No: SE0000.037.1117
Revised: 11/07/2017
Form ID: 28217
Publish: 01/12/2018
Details
Oppenheimer Funds
Successor Adopting Employer/Plan Admin Designation
Lit No: RE0002.054.1116
Revised: 11/04/2016
Form ID: 28220
Publish: 09/14/2017
Details
Oppenheimer Funds
Single K Plan Application
Lit No: RE0002.301.0817
Revised: 11/21/2017
Form ID: 28221
Publish: 02/07/2018
Details
Oppenheimer Funds
403(b)(7)/Single K Defaulted Loan Repayment App
Lit No: RE0000.551.1215
Revised: 12/01/2015
Form ID: 28856
Publish: 08/03/2016
Details
Oppenheimer Funds
403(b)(7) Removal of Excess
Lit No: RE0000.885.1117
Revised: 02/21/2018
Form ID: 28857
Publish: 03/14/2018
Details
Oppenheimer Funds
403(b)(7) Mistaken Contribution Acknowledgement
Lit No: RBL0000.008.1215
Revised: 12/01/2015
Form ID: 28858
Publish: 08/03/2016
Details
Oppenheimer Funds
501(c)(3) Non-ERISA 403(b) Data Collection
Lit No: RE0002.357.0118
Revised: 01/01/2018
Form ID: 28859
Publish: 02/07/2018
Details
Oppenheimer Funds
Acknowledgement of Receipt of Gift
Lit No: AO0000.101.0215
Revised: 02/25/2015
Form ID: 28861
Publish: 04/01/2015
Details
Oppenheimer Funds
Governement Allotment
Lit No: AO0000.008.1216
Revised: 12/09/2016
Form ID: 28862
Publish: 03/10/2017
Details
Oppenheimer Funds
Removal of Excess Contribution(s)
For Traditional IRA and Roth IRA
Lit No: RE0000.378.0617
Revised: 06/17/2017
Form ID: 28863
Publish: 01/18/2018
Details
Oppenheimer Funds
Payroll Deduction - Direct Deposit Application
Lit No: AO0000.023.1217
Revised: 11/29/2017
Form ID: 28866
Publish: 02/07/2018
Details
Oppenheimer Funds
Roth IRA Removal of Excess
Lit No: RE0000.884.1008
Revised: 10/22/2008
Form ID: 28869
Publish: 05/01/2012
Details
Oppenheimer Funds
Scholar's Edge Account Maintenance
Lit No: SE0000.062.0317
Revised: 03/01/2017
Form ID: 28870
Publish: 06/22/2017
Details
Oppenheimer Funds
Scholar's Edge Change of Trustee/Rollover
Lit No: SE0000.079.0418
Revised: 04/27/2018
Form ID: 28871
Publish: 05/23/2018
Details
Oppenheimer Funds
Scholar's Edge Employee Payroll Deduction
Lit No: SE0000.126.0117
Revised: 01/10/2017
Form ID: 28872
Publish: 02/10/2017
Details
Oppenheimer Funds
Scholar's Edge Employer Authorization - Payroll
Deduction
Lit No: SE0000.127.0217
Revised: 02/10/2017
Form ID: 28873
Publish: 03/10/2017
Details
Oppenheimer Funds
Scholar's Edge Letter of Intent
Lit No: SE0000.116.0413
Revised: 04/13/2013
Form ID: 28874
Publish: 08/21/2013
Details
Oppenheimer Funds
SIMPLE IRA Disclosure Statement
Lit No: RE0000.516.1117
Revised: 12/31/2017
Form ID: 28875
Publish: 02/07/2018
Details
Oppenheimer Funds
The Education Plan Employee Payroll Deduction
Lit No: EP0000.126.0418
Revised: 04/13/2018
Form ID: 28876
Publish: 05/23/2018
Details
Oppenheimer Funds
Trust Certification for Retirement Plans
Lit No: RE0001.009.0118
Revised: 04/02/2018
Form ID: 28877
Publish: 05/14/2018
Details
Oppenheimer Funds
403(b) Non-ERISA Financial Hardship Request
Lit No: RE0002.406.1117
Revised: 11/08/2017
Form ID: 29714
Publish: 01/12/2018
Details
Oppenheimer Funds
CESA Distribution Request
Coverdell Education Savings Account
Lit No: RE0000.204.0211
Revised: 02/04/2011
Form ID: 29719
Publish: 07/30/2012
Details
Oppenheimer Funds
Information Sharing Agreement
Lit No: RE1000.050.0513
Revised: 05/01/2013
Form ID: 29721
Publish: 08/04/2016
Details
Oppenheimer Funds
Participant Consent to Return Mistaken
Contribution
Lit No: RBL0000.009.0813
Revised: 08/10/2013
Form ID: 29723
Publish: 05/29/2014
Details
Oppenheimer Funds
Portfolio Builder Single K Enrollment
Lit No: RE1000.032.0710
Revised: 07/01/2010
Form ID: 29724
Publish: 07/29/2015
Details
Oppenheimer Funds
SARSEP IRA Removal of Excess
Lit No: RE0000.888.1113
Revised: 11/18/2013
Form ID: 29728
Publish: 05/30/2014
Details
Oppenheimer Funds
SEP IRA Removal of Excess
Lit No: RE1000.030.1217
Revised: 02/20/2018
Form ID: 29729
Publish: 03/14/2018
Details
Oppenheimer Funds
SEP IRA/SARSEP IRA Transfer Request
Lit No: RE0000.422.1117
Revised: 12/18/2017
Form ID: 29730
Publish: 02/07/2018
Details
Oppenheimer Funds
SIMPLE IRA Removal of Excess
Lit No: RE0000.887.1217
Revised: 04/10/2018
Form ID: 29731
Publish: 05/23/2018
Details
Oppenheimer Funds
Inherited IRA Account Registration
and Distribution
Lit No: RE0000.514.0417
Revised: 06/19/2017
Form ID: 30565
Publish: 05/14/2018
Details
Oppenheimer Funds
Qualified Plans Designation of Beneficiary
Lit No: RE0001.637.1013
Revised: 10/05/2013
Form ID: 30566
Publish: 05/30/2014
Details
Oppenheimer Funds
The Education Plan Enrollment Kit
EP0000.007.0112, EP0000.011.0212
Lit No: EP0000.008.0615
Revised: 06/01/2015
Form ID: 32612
Publish: 06/27/2017
Details
Oppenheimer Funds
The Education Plan Withdrawal
Lit No: EP0000.015.1117
Revised: 11/07/2017
Form ID: 33818
Publish: 01/12/2018
Details
Oppenheimer Funds
Inherited, Non-Retirement Ownership Transfer Instr
Lit No: OTI000.001.1217
Revised: 11/29/2017
Form ID: 38163
Publish: 02/07/2018
Details
Oppenheimer Funds
Name Change
Lit No: RPL0005.177.1217
Revised: 12/22/2017
Form ID: 40896
Publish: 01/12/2018
Details
Oppenheimer Funds
NON-ERISA 403(b) Plan for Religious Organizations
Lit No: RE0002.265.1215
Revised: 12/01/2015
Form ID: 43484
Publish: 08/03/2016
Details
Oppenheimer Funds
NON-ERISA 403(b) Plan for Public Schools
including Public Colleges and Universities
Lit No: RE0002.058.0116
Revised: 01/07/2016
Form ID: 43485
Publish: 08/03/2016
Details
Oppenheimer Funds
529 College Savings Plan Third Party Access
Lit No: GC1111.006.0217
Revised: 02/07/2017
Form ID: 43486
Publish: 03/10/2017
Details
Oppenheimer Funds
Portfolio Builder 403(b)(7) SEP/SARSEP SIMPLE App
Lit No: RPL0005.173.1214
Revised: 12/01/2014
Form ID: 43487
Publish: 08/30/2018
Details
Oppenheimer Funds
Portfolio Builder SEP IRA/SARSEP Transfer Request
Lit No: RE0002.346.0116
Revised: 03/08/2016
Form ID: 43488
Publish: 02/07/2018
Details
Oppenheimer Funds
Portfolio Builder SIMPLE IRA Transfer Request
Lit No: RE0002.345.1117
Revised: 11/06/2017
Form ID: 43489
Publish: 01/12/2018
Details
Oppenheimer Funds
Private College 529 Account Maintenance
Lit No: NP0000.025.1216
Revised: 12/02/2016
Form ID: 43490
Publish: 02/10/2017
Details
Oppenheimer Funds
Private College 529 Additional Purchase
Lit No: NP0000.024.0810
Revised: 08/31/2010
Form ID: 43491
Publish: 07/30/2015
Details
Oppenheimer Funds
Private College 529 Tuition Certificate Redemption
Lit No: NP0000.028.0418
Revised: 04/20/2018
Form ID: 43492
Publish: 05/23/2018
Details
Oppenheimer Funds
Private College 529 Change of Trustee/Rollover
Lit No: NP0000.021.0410
Revised: 04/16/2010
Form ID: 43493
Publish: 07/31/2015
Details
Oppenheimer Funds
Private College 529 Enrollment
Lit No: NP0000.020.1116
Revised: 11/02/2016
Form ID: 43494
Publish: 02/10/2017
Details
Oppenheimer Funds
Private College 529 Membership Info
Lit No:
Revised: 08/01/2016
Form ID: 43495
Publish: 08/03/2016
Details
Oppenheimer Funds
Private College 529 Refund Withdrawal
Lit No: NP0000.027.0717
Revised: 07/01/2017
Form ID: 43496
Publish: 09/14/2017
Details
Oppenheimer Funds
Private College 529 Tuition History
Lit No:
Revised: 09/01/2017
Form ID: 43497
Publish: 09/14/2017
Details
Oppenheimer Funds
Private Inv Durable Power of Attorney Affidavit
Lit No:
Revised: 07/01/2015
Form ID: 43498
Publish: 07/31/2015
Details
Oppenheimer Funds
Private Inv NonDurable Power of Attorney Affidavit
Lit No:
Revised: 07/01/2015
Form ID: 43499
Publish: 07/31/2015
Details
Oppenheimer Funds
Profit Sharing, Money Purchase Normal Distribution
Pension Plan
Lit No:
Revised: 08/01/2016
Form ID: 43500
Publish: 08/03/2016
Details
Oppenheimer Funds
Qualified Plan Participant Enrollment
Lit No: RE0001.129.1113
Revised: 11/08/2013
Form ID: 43501
Publish: 08/03/2015
Details
Oppenheimer Funds
Qualified Retirement Plan Application
Lit No: RE0000.386.1113
Revised: 11/01/2013
Form ID: 43502
Publish: 08/03/2015
Details
Oppenheimer Funds
SEP IRA Employer Guide Kit
Top Heavy Test Worksheet, ADP Worksheet, RE0000.065.0613
Lit No: RB0000.227.0815
Revised: 08/02/2015
Form ID: 43503
Publish: 08/03/2016
Details
Oppenheimer Funds
SEP IRA Participant Guide
RE0000.421.1214, RE0000.422.1214, SARSEP IRA Salary Reduction Agreement
Lit No: RB0000.052.1117
Revised: 12/18/2017
Form ID: 43504
Publish: 02/07/2018
Details
Oppenheimer Funds
Single K Application Kit
RE0000.632.0814, RE0002.301.0214, RE0000.347.0614, RE0000.676.0214, RE0000.627.0613, RE0002.303.0214, 401(k) 02007
Lit No: RB0000.533.1217
Revised: 01/18/2018
Form ID: 43505
Publish: 02/07/2018
Details
Oppenheimer Funds
Single K Normal Distribution Request
from Single K Distribution Forms Kit
Lit No: RE0000.101.0310
Revised: 03/31/2010
Form ID: 43506
Publish: 07/29/2015
Details
Oppenheimer Funds
SIMPLE IRA Participant Guide
Lit No: RB0000.051.1117
Revised: 12/20/2017
Form ID: 43507
Publish: 02/07/2018
Details
Oppenheimer Funds
Institutional Money Market Fund Acct Application
Lit No: AO0000.044.1217
Revised: 11/29/2017
Form ID: 46724
Publish: 02/07/2018
Details
Oppenheimer Funds
403(b) Plan Service Provider Agreement
Lit No: RE0000.279.0513
Revised: 05/23/2013
Form ID: 50330
Publish: 08/04/2016
Details
Oppenheimer Funds
501c(3) Non-ERISA 403(b) Plan Service Provider
Lit No: RE0002.402.0813
Revised: 08/10/2013
Form ID: 50331
Publish: 08/04/2016
Details
Oppenheimer Funds
Beneficiary Designation Checklist
Lit No: CC0000.123.0617
Revised: 06/08/2017
Form ID: 50332
Publish: 06/26/2017
Details
Oppenheimer Funds
Divorce Transfer for Non Retirement Assets
Lit No: AO0000.051.0318
Revised: 03/19/2018
Form ID: 50333
Publish: 05/23/2018
Details
Oppenheimer Funds
CESA Application
Coverdell Education Savings Account
Lit No: RD0000.259.0310
Revised: 03/31/2010
Form ID: 54682
Publish: 03/02/2017
Details
Oppenheimer Funds
Account Application Class I Share Accounts Only
Lit No: AO0000.047.0518
Revised: 05/14/2018
Form ID: 54957
Publish: 05/23/2018
Details
Oppenheimer Funds
Account Application Share Class (Y) Accounts
Lit No: AO0000.046.0518
Revised: 05/14/2018
Form ID: 54958
Publish: 05/23/2018
Details
Oppenheimer Funds
Private College 529 Employee Payroll Deduction
Lit No: NP1111.124.0416
Revised: 04/01/2016
Form ID: 54959
Publish: 03/10/2017
Details
Oppenheimer Funds
Participation Agreement
Lit No:
Revised: 01/09/2017
Form ID: 55025
Publish: 03/17/2017
Details
Oppenheimer Funds
Porfolio Builder 403(b)(7) Contract Exchange
Transfer/Rollover
Lit No: RE0001.028.0513
Revised: 05/15/2013
Form ID: 57710
Publish: 08/08/2017
Details
Oppenheimer Funds
Transfer/Registration Change for Non-retirement
Lit No: OM0000.009.0318
Revised: 03/19/2018
Form ID: 58639
Publish: 05/23/2018
Details
Oppenheimer Funds
Transfer for Dividing Non-Retirement Assets
Lit No: AO0000.051.1217
Revised: 12/29/2017
Form ID: 58640
Publish: 01/12/2018
Details
Oppenheimer Funds
Letter of Instruction
Lit No: SL0000.049.1217
Revised: 12/22/2017
Form ID: 60389
Publish: 01/12/2018
Details

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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
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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