Uniform Application - Class A/C/I/Y Shares
IRA Kit
(Individual Retirement Account, Traditional IRA, SEP IRA, and Roth IRA)
IRA - Required Minimum Distribution Form
IRA - Distribution Request Form
IRA - Beneficiary Designation Change Form
Roth IRA Conversion - Internal
(use to covert an IRA already with Aquila/BNY)l
Roth IRA Conversion - External
(use to convert an IRA coming to Aquila/BNY from another institution)
IRA Recharacterization - Internal
(use when IRA is already with Aquila/BNY)
IRA Recharacterization - External
(use when contribution being recharaterized is coming to Aquila/BNY from another institution)
Letter of Intent
Ready
Access Features Form
Transfer
on Death (TOD) Registration Request Form
Electronic Deposit Request (ACH) Form
Shareholder
Transaction Requirements
(Redemption, Name Change, Address Change, Deceased Shareholder)
Affidavit of Domicile
Cost Basis Election Form
Aquila Distributors, Inc. Business Continuity Plan
Aquila Group of Fund Policies and Procedures on Disclosure of Portfolio Holdings
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