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Applications
403(b) Custodial Account Booklet (A & C Shares)
Use for A and C class Shares only. Use to open a new 403(b) account. The booklet also includes Appointment of Financial Professional and 403(b) Transfer request forms. This booklet should not be used to open any other type of account.
403(b) Custodial Account Booklet
Use to open a new 403(b) account. The booklet also includes Appointment of Financial Professional and 403(b) Transfer request forms. This booklet should not be used to open any other type of account or for A or C class shares.
Regular Account Application
Use this form to open a new Individual, Joint, UGMA, Trust, Corporation and
Association/Partnership accounts. This form is also used to open an account for SOME self-directed retirement plans. This form should NOT be used to open any type of IRA or for A or C class shares.
Regular Account Application (A & C Shares)
Use for A and C class Shares only. Use this form to open a new Individual, Joint, UGMA, Trust, Corporation and Association/Partnership accounts. This form is also used to open an account for SOME self-directed retirement plans. An Appointment of Financial Professional form is also included. This form should NOT be used to open any type of IRA account.
Rydex Retirement Kit Booklet w/ IRA Application
Use to open IRA, rollover IRA, ROTH and SEP accounts. The kit also includes Appointment of Financial Professional and IRA Transfer/Direct Rollover request forms. This kit should not be used to open any non-IRA account or for A or C shares.
Rydex Retirement Kit Booklet w/ IRA Application (A & C Shares)
Use for A and C class Shares only. Use to open IRA, rollover IRA, ROTH and SEP accounts. The kit also includes Appointment of Financial Professional and IRA Transfer/Direct Rollover request forms. This kit should not be used to open a non-IRA account.
Forms
Check Signature Card
Submit one signature card for each account number to establish check writing privileges against the Rydex U.S. Government Money Market Fund. All registered
owners must sign in order to receive checks. Not available for A or C class share or retirement accounts.
403(b) Distribution Form
Use to request all distributions from 403(b) accounts. The included Supplemental Employer Information form must accompany all requests.
403(b) Supplemental Employer Information Form
Use this form to provide information and employer approval for all 403(b) transactions (excluding exchanges within your Rydex account)
Deposit Slips
May be used to accompany a deposit.
IRA Distribution Form
Use to request distributions from IRA accounts. Use the Required Minimum Distribution form for required minimum distributions.
Account Change Form (No Signature Guarantee)
Use to change your address, dividend reinvestment options or beneficiary. Also use to appoint an authorized individual (non-financial professional).
Account Change Form (Signature Guarantee)
Use to change or add wiring instructions and change account registration.
Retirement Account Transfer/Direct Rollover Request
Use to transfer IRA assets from another IRA custodian.
Mutual Fund Transfer Form
Use to transfer account assets from another firm (non-IRA accounts ONLY).
On Demand and Automatic Investment Request Form
Use to provide ACH instructions for future use or to set up an automatic investment on a schedule you select.
Required Minimum Distribution Form
Use to request required minimum distributions from IRA accounts. All other IRA distributions should use the IRA distribution form.
Systematic Withdrawal Form
Use to set up systematic withdrawals by check or via ACH (electronic transfer to your bank).
403(b) Custodial Account Asset Transfer Election Form
Use to transfer an existing 403(b) custodial account from your current custodian to Rydex.
Appointment of Financial Professional
Use to appoint or change a financial professional.
Transfer On Death Form
Use to add transfer on death instructions to an account (non-IRA accounts ONLY).
W-9 Form (Request for taxpayer ID)
IRS form W-9 is required after opening an account online or upon request.