Literature and Forms

Forms
Showing 1 through 48 out of 48 total documents
Literature and Forms
Document Name Name / As of Description As Of Actions
Coverdell Education Savings Account New Account Application
December 12 2019
Complete this application to open a new Coverdell Education Savings Account (CESA).
December 12 2019
Decedent IRA New Account Application
December 12 2019
Complete this application to establish a mutual fund IRA for which you are a beneficiary and the shareowner is now deceased.
December 12 2019
Substitute Corporate Resolution Form
December 12 2019
Complete this form to certify the names of officers authorized to request transactions and/or sign on behalf of a corporation.
December 12 2019
UGMA or UTMA Custodian Change or Removal Form
December 12 2019
Complete this form to change or remove the custodian on a Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) account.
December 12 2019
UMB Bank, n.a. Coverdell Education Savings Account Information Kit
December 12 2019
This kit provides information for the Coverdell Education Savings Account. Included is the Coverdell Education Savings Account Custodial Agreement and Disclosure Statement for UMB Bank , n.a..
December 12 2019
UMB Bank, n.a. SIMPLE IRA Custodial Account Information Kit
December 12 2019
This kit provides information for SIMPLE-IRAs. Included is the SIMPLE-IRA Custodial Agreement and Disclosure Statement for UMB Bank , n.a.
December 12 2019
Change of Ownership Form: Business Entities
December 12 2019
Complete this form to change the registration of a business account.
December 12 2019
New Account Application
December 12 2019
Complete this application to establish a new account.
December 12 2019
SIMPLE IRA Contribution Notice
December 6 2019
This form provides the employer and participant contribution election options needed when establishing or modifying a salary reduction agreement for a SIMPLE IRA plan.
December 6 2019
SEP IRA Contribution Allocation Worksheet
December 6 2019
Complete this allocation worksheet and mail it with an investment check.
December 6 2019
SIMPLE IRA Payroll Contribution Allocation Worksheet
December 6 2019
Complete this form during each payroll process to gather the amount to invest in each employee/participant SIMPLE IRA.
December 6 2019
SIMPLE IRA Salary Reduction Agreement
December 6 2019
Complete this form to start a salary reduction plan or to modify an existing one for a SIMPLE IRA.
December 6 2019
Secretary's Certificate
December 6 2019
Complete this form for certification for and on behalf of a named entity.
December 6 2019
VISA Debit Card Application
December 6 2019
Complete this application to request a VISA Debit Card for your account.
December 6 2019
Coverdell Education Savings Account Request for Transfer Form
December 6 2019
Complete this form to transfer funds from a Coverdell Education Savings Account with another financial institution to a new or existing Federated Coverdell Education Savings Account.
December 6 2019
IRA Conversion and Recharacterization Request Form
December 6 2019
Complete this form to convert your Traditional IRA to a new or existing Roth IRA or recharacterize your contribution to a Traditional IRA.
December 6 2019
IRA Request for Distributions Form
December 6 2019
Complete this form to request a one-time or systematic distribution from your IRA.
December 6 2019
IRA Request for Transfer or Direct Rollover Form
December 6 2019
Complete this form to transfer funds or request a Direct Rollover from another financial institution.
December 6 2019
Gifting Fund Shares Form
November 22 2019
Complete this form to give Federated mutual fund shares held in a non-retirement account as a gift to an individual recipient, existing trust, or organization.
November 22 2019
IRA Beneficiary Form
November 22 2019
Complete this form to add or change beneficiaries on an IRA account.
November 22 2019
Transfer on Death (TOD) Registration Beneficiary Form
November 22 2019
Complete this form to add or modify a Transfer on Death (TOD) beneficiary on an account.
November 22 2019
Change of Address Form
November 22 2019
Complete this form to change the address on an account.
November 22 2019
Cost Basis Account Election Form
November 22 2019
Please complete this form to update the cost basis method on your account.
November 22 2019
Financial Intermediary Update Form
November 22 2019
Complete this form to update the Financial Intermediary and/or Firm Name on your account(s).
November 22 2019
Indemnification Agreement for Power of Attorney Registration
November 22 2019
Complete this form to add a Power of Attorney to the account's registration.
November 22 2019
Name Change Form
November 22 2019
Complete this form to update the registration of your account(s) due to a legal name change.
November 22 2019
Payroll Deduction_Direct Deposit Form
November 22 2019
Complete this form to establish Payroll Deduction/Direct Deposit or to update your existing instructions.
November 22 2019
Redemption By Mail Form
November 20 2019
Complete this form to redeem all or a portion of your Federated shares by mail or through ACH instructions already established on the account.
November 20 2019
Systematic Investment Program (SIP) Systematic Withdrawal Program (SWP) Form
November 20 2019
Complete this form to establish recurring systematic services on your account through Automated Clearing House (ACH) or by check.
November 20 2019
Institutional Shares (IS) and Service Shares (SS) Fluctuating Funds Eligibility Form
November 18 2019
Use this form to confirm Investor Eligibility to purchases into the IS or SS classes of Federated Fluctuating Funds.
November 18 2019
Invest by Mail Form
November 18 2019
Complete this form to accompany an investment check sent to The Federated Funds.
November 18 2019
Letter of Instruction
November 18 2019
Complete this form to provide Federated with an original Medallion guaranteed Letter of Instruction.
November 18 2019
Banking Instructions Form - Add New or Replace Existing
November 15 2019
Complete this form to add new or replace existing banking instructions on your account.
November 15 2019
Certificate of Incumbency
November 15 2019
Complete this form to certify a requestor of a non-incorporated organization to act on an account.
November 15 2019
Dividend and or Capital Gain Distributions Authorization Form
November 15 2019
Complete this form to change your option for receiving or directing dividend and/or capital gain distributions for your account.
November 15 2019
Letter of Intent (Class A or Class F)
November 15 2019
Complete this form to receive a lower sales charge on purchases, with agreement to purchase a stipulated dollar amount over a 13 month period.
November 15 2019
R6 Shares Fluctuating Funds Eligibility Form
November 15 2019
Use this form to confirm Investor Eligibility to purchase into the Class R6 Shares of Federated Fluctuating Funds.
November 15 2019
FORM 1099-B
October 17 2019
Sample IRS Form 1099-B
October 17 2019
Change of Ownership Form
September 12 2019
Complete this form to change the registration of an account.
September 12 2019
IRA New Account Application
September 12 2019
Complete this application to establish your mutual fund Traditional or Roth IRA.
September 12 2019
SEP IRA New Account Application
September 12 2019
Complete this application to establish your mutual fund SEP-IRA.
September 12 2019
SIMPLE IRA New Account Application
September 12 2019
Complete this application to establish your mutual fund SIMPLE IRA.
September 12 2019
New Account Application: Fiduciary Non-Retirement
September 12 2019
Complete this application to establish a new Trust, Estate, Guardian, Conservator, Minor, or Power of Attorney account.
September 12 2019
New Account Application: Business Entity (Financial Intermediary or Direct Retail)
September 12 2019
Complete this application to establish a new business account
September 12 2019
UMB Bank, n.a. Universal Individual Retirement Account Information Kit
April 5 2019
This kit provides information for Tradtional/Roth and SEP IRAs. Included is the Universal IRA Custodial Agreement and Universal IRA Disclosure Statement for UMB Bank , n.a.
April 5 2019
Edgenet Overview Sheet
November 19 2018
Edgenet Overview Sheet
November 19 2018
Signature Card for Check Writing Redemption
October 30 2018
Complete this form to obtain a check book for an account.
October 30 2018
Electronic Compensation Payment Form
October 30 2018
Complete and return this form to have the Funds or their transfer agent honor electronic payment of commissions or fees.
October 30 2018
Showing 1 through 48 out of 48 total documents