Download Forms and Applications

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:

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.

Important Information Regarding the USA PATRIOT Act

Introducing eForms!

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.

IRA/403(b)

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 .

Completing the Fillable Form

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