Forms and Applications

Non-Retirement Forms

Account Maintenance

Application for Investment

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Account Maintenance

Automatic Investment Plan Application

This application allows you to transfer money electronically between your Calvert account and your bank account.

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Non-Retirement Accounts

Account Redemption Form (Non-Retirement)

Note: Not to be used for Calvert IRA, 403(b)(7) or Qualified Plan accounts.

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Account Maintenance

Dealer Change Form

Authorization to delete, add, or change a broker/dealer or financial advisor.

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Account Maintenance

Dollar Cost Averaging Form

Automatic transfers between Calvert funds.

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Account Maintenance

Gift of Shares

To be completed by share donor.

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Account Maintenance

Letter of Instruction

Use this form to request account actions in which a signature verification is required.

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Account Maintenance

Bank Authorization Form

Use this form to add banking instructions to an existing account.

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Account Maintenance

Beneficial Ownership Certification Form

Used to certify account owners not listed in the registration.

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Retirement Forms

Retirement Accounts

Application for Roth IRA

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Account Maintenance

IRA Distribution Request

This IRA Distribution Request Form is used by IRA owners, beneficiaries of deceased IRA owners and Inherited IRA owners to request a distribution from a Traditional, Roth, SEP or SIMPLE IRA.

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College Savings

College Savings

Coverdell Education Savings Account (ESA) Distribution Request

Use this form to request a distribution from a Coverdell ESA.

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