Investor Account Access
Investor access to Shareowner accounts and Closed End Funds accounts.
To open an Amundi US account, print the appropriate application, complete it and any additional required forms and documentation according to the instructions on the application, sign it, and mail it and a check to Amundi US at:
Regular mail: |
Overnight mail: |
Your browser may not save data on a fillable form. To save the data and print, save the form to your computer follow the instructions below.
Certain forms are now available in an electronic format for completion and submission to Amundi US. An eForm eliminates the need of printing and mailing a physical form – saving time and cost!
Available eForms for Investors | eForm Link | Description |
---|---|---|
Account Options eForm |
Add, change or cancel certain non-retirement account options. |
|
Beneficiary Transfer on Death (TOD) Registration Request eForm |
Includes FAQs. Designate a beneficiary for non-retirement accounts. |
|
Designation of Beneficiary for IRAs and 403(b) Plans eForm |
Designate a beneficiary for IRAs and 403(b) Plans |
Please refer to this
Amundi US eForm User Guide for Investors
for more information on the quick and easy process.
Type | Name | Download Form | Description |
---|---|---|---|
conversion |
Roth IRA Conversion Request Form – (External) |
||
conversion |
Roth IRA Conversion Request Form - (Internal) |
||
account options |
Account Options Form (Retirement Plans) |
Add, change or cancel retirement account options. |
|
withdrawal |
403(b)(7) Booklet Distributions |
Use to request a withdrawal from your account (for account holders and beneficiaries). |
|
beneficiary |
Designation of Beneficiary for IRAs and 403(b) Plans |
|
|
application |
IRA (Traditional, Roth, SEP) Kit |
Includes IRA Disclosure Statement, Custodial Account Agreements and Privacy Notice |
|
withdrawal |
IRA Distribution Request Form |
Use to request a withdrawal from your account (for account holders and beneficiaries). |
|
rollover / transfer |
IRA Transfer of Assets/Direct Rollover Form |
|
|
application |
Required Minimum Distribution (RMD) Election Form |
Use this form to take advantage of Amundi US's automated RMD service. |
|
agreement |
403(b) Custodial Account Agreement & Privacy Notice |
For 403(b) and ORP Plans |
|
agreement |
Amundi US Combined IRA Custodial Agreements and Disclosures |
Includes IRA Disclosure Statement, Custodial Account Agreements and Privacy Notice |
|
application |
Inherited IRA Application Kit |
Use this application to establish an Inherited IRA account. |
|
account options |
Spouse Beneficiary IRA Inheritance Request Form |
Use to facilitate a transfer of ownership of assets from a deceased IRA owner to a new inherited IRA, or to request a full distribution payable to the spouse. |
|
account options |
Non-Spouse, Trust, Estate or Entity Beneficiary IRA Inheritance Request Form |
Use to facilitate a transfer of ownership of assets from a deceased IRA owner to a new inherited IRA, or to request a full distribution payable to the non-spouse, trust, estate or entity beneficiary. |
|
withdrawal |
Inherited IRA Distribution Request Form |
Use to request a one-time redemption, establish systematic redemptions, or to request RMD calculated pay-outs from an Inherited IRA account. |
|
rollover / transfer |
Inherited IRA Transfer of Assets/Direct Rollover Form |
Use to request an inherited IRA trustee-to-trustee transfer of assets or a direct rollover from an existing account. |
|
rollover |
Certification of Direct Rollover 529 to Roth IRA |
Use to complete a direct rollover from a 529 Plan account to an Amundi US Roth IRA |
Please consider each fund's investment objectives, risks, charges and expenses carefully before investing. The prospectus (or summary prospectus, if available) contains this and other information about each fund and should be read carefully before investing or sending money. To obtain a prospectus (or summary prospectus, if available) and for other information on any Amundi US fund, contact your financial professional by calling 1-800-225-6292 or visit our download literature page .
In order to save the data and print it, you will need to save the form to your computer or a disk. Your web browser may be configured with an Acrobat plug-in to automatically open the file within your browsers window upon download.
To download the file directly to your computer or to a disk, right click on the link, then select "save link as" or "save target as" from the dropdown options. Make a note of the location on your drive and the name of the file being saved so you can locate it later.
Use Acrobat 8.0 (or later) to open the file. Select the hand tool from the Acrobat toolbar menu. You can use the hand tool to move the page around so that you can view all the areas on it.
Position the hand pointer inside a form field and click. The I-beam pointer allows you to type text. The arrow pointer allows you to select a field, a check box, a radio button, or an item from a list.
To accept the field change and go to the next field, press Tab or use your mouse to click on the next form field.
To accept the field change and go to the previous field, press Shift + Tab or use your mouse to click on the previous form field.
After completing the form, print the fillable form.
All forms and applications are in Adobe® Acrobat format. To view the files, your computer must be equipped with the Adobe® Acrobat Reader. This program is available for free from Adobe.
Before investing, consider the product's investment objectives, risks, charges and expenses. Contact your financial professional or Amundi US for a prospectus or summary prospectus containing this information. Read it carefully. To obtain a free prospectus or summary prospectus and for information on any Pioneer fund, please download it from our literature section.
Securities offered through Amundi Distributor US, Inc.
60 State Street, Boston, MA 02109
Underwriter of Pioneer mutual funds, Member
SIPC.
Not FDIC insured | May lose value | No bank guarantee Amundi Asset Management US, Inc. Form CRS Amundi Distributor US, Inc. Form CRS