Need help moving forward? Please call our relationship managers at 888-426-7640.
Our James Funds are also available for purchase through financial advisors or third parties such as broker-dealers and/or banks. Please contact your personal financial advisor or broker for more information.
Used to establish a non-retirement account at James, including Individual, Joint, Transfer on Death, Custodial (Uniform Gift/Transfer to Minor Act), Trust, Estate, Corporate or other Legal Entity
Used to establish a Traditional IRA, SEP IRA, or Roth IRA at James
Used to establish a SIMPLE IRA at James
Used to establish a new Coverdell education savings account at James.
Change your Address
Change your Telephone Privileges
Change your Distribution Plan settings
Add or change your Bank Information
Change your Account Name
Add or change an Automatic Investment Plan
Add or change an Systematic Withdrawal Plan
Add Transfer on Death (TOD) to your account
Complete this form to elect a different cost basis method for covered shares.
Use this form to request a one-time distribution or to establish a Systematic Withdrawal Plan on your retirement account.
Use this form to transfer assets directly to a new or existing IRA, to convert from a Traditional IRA to a Roth IRA, to transfer from an existing Roth IRA, to roll over a Roth IRA, or to request a direct rollover from an employer sponsored plan.
Use this form to transfer assets directly to a new or existing non-qualified (non-IRA) account.
Use this form to designate and/or change the primary and secondary beneficiaries for your James Advantage Funds.
Use this form to authorize a person other than the account owner to inquire about or to trade your James account.
Use this form to change your James Advantage Funds account options or provide general instructions.
Use this form to request a one-time distribution or to establish a Systematic Withdrawal Plan on your non-retirement account.