Non-Retirement Forms

Account Redemption Form (Non-Retirement): Note: Not to be used for Calvert IRA, 403(b)(7) or Qualified Plan accounts.

Automatic Investment Plan Application: This application allows you to transfer money electronically between your Calvert account and your bank account.

Bank Authorization Form: Use this form to add banking instructions to an existing account.

Beneficial Ownership Certification Form: Used to certify account owners not listed in the registration.

Dealer Change Form: Authorization to delete, add, or change a broker/dealer or financial advisor.

Dollar Cost Averaging Form: Automatic transfers between Calvert funds.

Gift of Shares: To be completed by share donor.

Letter of Instruction: Use this form to request account actions in which a signature verification is required.

 

Retirement Forms

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.

Roth IRA Conversion Form - External: For conversions from a non-Calvert retirement account to a Calvert Roth IRA.

 

College Savings

Coverdell Education Savings Account (ESA) Distribution Request: Use this form to request a distribution from a Coverdell ESA.