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NEW CLIENT APPLICATIONS

Entities

Certification of Beneficial Owners Application

J Shares Entity Account Application

I Shares Entity Account Application

Y Shares Entity Account Application

Individuals

Coverdell Education Savings Account Application

J Shares Regular Account Application

J Shares IRA Account Application

Institutions

Y Shares Regular Account Application

I Shares Regular Account Application

I Shares IRA Account Application

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ACCOUNT MAINTENANCE FORMS

IRA Transfer/Rollover Form

Account Options Form

Transfer on Death (TOD) / Paid on Death (POD) Designation Form

Individual Retirement Account (IRA) Disclosure Statement

J Shares Automatic Investment Plan Form

IRA Beneficiary Form