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: 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	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
Oppenheimer Funds Net Asset Value Brochure	Lit No: Revised: 11/07/2014	Form ID: 67153 Publish: 04/09/2019	Details

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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 (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sierra Mutual Funds --NEW--
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
Strategic Student & Senior Housing Trust, Inc
Strategic Wireless Infrastructure Fund --NEW--
Sun Life of Canada - Annuities
Talcott Resolution - Annuities
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 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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