Applications
New Account Application
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
IRA Application
Used to establish a Traditional IRA, SEP IRA, or Roth IRA at James
Coverdell ESA Application
Used to establish a new Coverdell education savings account at James
Forms
Change your address, telephone privileges, distribution plan settings, bank information, or account name.
Add or change an Automatic Investment Plan
Add or change an Systematic Withdrawal Plan
Complete this form to elect a different cost basis method for covered shares.
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.
