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Oppenheimer Funds
IRA Distribution Forms Kit
RE0000.921.0615, RB0000.105.0515
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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:
01/11/2019
|
Details
|
|
Oppenheimer Funds
IRA Minor Indemnification
|
Lit No:
RE0000.258.0218
Revised:
05/11/2018
|
Form ID:
358
Publish:
01/14/2019
|
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:
AO0000.020.0119
Revised:
01/01/2019
|
Form ID:
360
Publish:
02/05/2019
|
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:
AO0000.002.0918
Revised:
09/26/2018
|
Form ID:
364
Publish:
11/01/2018
|
Details
|
|
Oppenheimer Funds
Redemption Form for Nonretirement Accounts
|
Lit No:
AO0000.036.1217
Revised:
12/29/2017
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Form ID:
366
Publish:
01/12/2018
|
Details
|
|
Oppenheimer Funds
Scholar's Edge - Enrollment Application
|
Lit No:
SE0000.010.0918
Revised:
09/29/2018
|
Form ID:
367
Publish:
11/01/2018
|
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:
EP0000.007.0918
Revised:
09/29/2018
|
Form ID:
5899
Publish:
11/01/2018
|
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:
AO0000.027.0918
Revised:
09/26/2018
|
Form ID:
6388
Publish:
11/01/2018
|
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:
01/10/2019
|
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:
01/11/2019
|
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:
10/19/2018
|
Details
|
|
Oppenheimer Funds
Account Application for Traditional IRA/Roth IRA
|
Lit No:
RE0000.009.0917
Revised:
12/08/2017
|
Form ID:
10417
Publish:
11/01/2018
|
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:
FP0000.019.0918
Revised:
09/26/2018
|
Form ID:
14927
Publish:
11/01/2018
|
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:
EP0000.022.0918
Revised:
09/29/2018
|
Form ID:
21935
Publish:
11/01/2018
|
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:
AO0000.008.1018
Revised:
10/26/2018
|
Form ID:
28862
Publish:
11/01/2018
|
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:
SE0000.062.0918
Revised:
09/29/2018
|
Form ID:
28870
Publish:
11/01/2018
|
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:
SE0000.126.0918
Revised:
09/29/2018
|
Form ID:
28872
Publish:
11/01/2018
|
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:
EP0000.126.0918
Revised:
09/29/2018
|
Form ID:
28876
Publish:
11/01/2018
|
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:
01/14/2019
|
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:
AO0000.046.0918
Revised:
09/26/2018
|
Form ID:
54958
Publish:
11/01/2018
|
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
|
|
Oppenheimer Funds
Single K & Profit Sharing Trusteed Plans
Instruction & Distribution
|
Lit No:
RE0001.978.1217
Revised:
01/05/2018
|
Form ID:
64994
Publish:
12/04/2018
|
Details
|