Forms & Applications

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Applications/Forms

Application for Investment Form thumbnail image.

Application for Investment Form

Note: Not for Calvert Retirement Plans.

Date: 11/21/2013 | Lit #AF10021
PDF icon 497 KB  | Envelope icon
Automatic Investment Plan Application thumbnail image.

Automatic Investment Plan Application

Application for Calvert's Automatic Investment Program which allows investment in mutual fund accounts by telephone (MoneyTel) or automatic purchases from bank accounts (MoneyVest).

Date: 5/21/2010 | Lit #AF10020
PDF icon 101 KB  | Envelope icon
Calvert Fund Selection Form - All IRA Applications thumbnail image.

Calvert Fund Selection Form - All IRA Applications

Date: 11/1/2012 | Lit #AF10047
PDF icon 169 KB  | Envelope icon
Change of Account Registration - Transfer on Death. thumbnail image.

Change of Account Registration - Transfer on Death.

Date: 5/21/2010 | Lit #AF10012
PDF icon 93 KB  | Envelope icon
Change of Account Registration Form thumbnail image.

Change of Account Registration Form

Date: 2/22/2011 | Lit #AF10024
PDF icon 110 KB  | Envelope icon
Change of Authorized Signers Form. thumbnail image.

Change of Authorized Signers Form.

Date: 5/21/2010 | Lit #AF10023
PDF icon 88 KB  | Envelope icon
Coverdell Education Savings Account (ESA) Distribution Request thumbnail image.

Coverdell Education Savings Account (ESA) Distribution Request

Use this form to request a distribution from a Coverdell ESA

Date: 6/10/2010 | Lit #AF10055
PDF icon 134 KB  | Envelope icon
Coverdell Education Savings Account (formerly Education IRA) Application. thumbnail image.

Coverdell Education Savings Account (formerly Education IRA) Application.

Date: 12/9/2013 | Lit #AF10006
PDF icon 110 KB  | Envelope icon
DC 529 Investment Selection Form thumbnail image.

DC 529 Investment Selection Form

Date: 12/7/2012 | Lit #AF10071
PDF icon 35 KB  | Envelope icon
DC College Savings Plan - Participation Agreement - Application Form - ML Advisors Only thumbnail image.

DC College Savings Plan - Participation Agreement - Application Form - ML Advisors Only

Date: 12/20/2011 | Lit #AF10068
PDF icon 257 KB  | Envelope icon
DC College Savings Plan - Participation Agreement - Application Form. thumbnail image.

DC College Savings Plan - Participation Agreement - Application Form.

Date: 12/9/2010 | Lit #AF10014
PDF icon 218 KB  | Envelope icon
DC College Savings Plan - Program Disclosure Booklet thumbnail image.

DC College Savings Plan - Program Disclosure Booklet

Date: 6/26/2012 | Lit #AF10016
PDF icon 358 KB  | Envelope icon
Direct Deposit Form thumbnail image.

Direct Deposit Form

Date: 5/21/2009 | Lit #AF10009
PDF icon 84 KB  | Envelope icon
Dollar Cost Averaging Form thumbnail image.

Dollar Cost Averaging Form

Date: 5/21/2009 | Lit #AF10010
PDF icon 87 KB  | Envelope icon
Financial Advisor/Dealer Change Form thumbnail image.

Financial Advisor/Dealer Change Form

Date: 2/12/2010 | Lit #AF10011
PDF icon 89 KB  | Envelope icon
Gift of Shares Application thumbnail image.

Gift of Shares Application

Date: 11/21/2013 | Lit #AF10049
PDF icon 571 KB  | Envelope icon
IRA Application (Savings Incentive Match Plan Plan - SIMPLE). thumbnail image.

IRA Application (Savings Incentive Match Plan Plan - SIMPLE).

Date: 11/25/2013 | Lit #AF10015
PDF icon 470 KB  | Envelope icon
IRA Application (Traditional and SEP) thumbnail image.

IRA Application (Traditional and SEP)

Date: 11/25/2013 | Lit #AF10008
PDF icon 456 KB  | Envelope icon
IRA Application - ROTH thumbnail image.

IRA Application - ROTH

Essential guide explaining the importance of investing for retirement, the advantages of tax-deferred and tax-free compounding and potential tax savings. Includes custodial agreements and application forms.

Date: 11/25/2013 | Lit #AF10017
PDF icon 457 KB  | Envelope icon
IRA Distribution Form thumbnail image.

IRA Distribution Form

Date: 11/16/2010 | Lit #AF10002
PDF icon 197 KB  | Envelope icon
Non-Retirement Account Redemption Form thumbnail image.

Non-Retirement Account Redemption Form

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

Date: 12/7/2009 | Lit #AF10025
PDF icon 129 KB  | Envelope icon
Request for Transfer - Coverdell Education Savings Account (ESA) thumbnail image.

Request for Transfer - Coverdell Education Savings Account (ESA)

Use this form to transfer funds from an existing Coverdell ESA to a Calvert Coverdell ESA

Date: 12/9/2013 | Lit #AF10043
PDF icon 90 KB  | Envelope icon
Request for Transfer of Assets (Non-Retirement) thumbnail image.

Request for Transfer of Assets (Non-Retirement)

Date: 5/21/2010 | Lit #AF10019
PDF icon 89 KB  | Envelope icon
Retirement - Designation or Change of Beneficiary Form. thumbnail image.

Retirement - Designation or Change of Beneficiary Form.

Date: 6/22/2010 | Lit #AF10004
PDF icon 104 KB  | Envelope icon
Retirement - Request for Transfer of Assets or Direct Rollover thumbnail image.

Retirement - Request for Transfer of Assets or Direct Rollover

Date: 12/9/2013 | Lit #AF10003
PDF icon 122 KB  | Envelope icon
Retirement - Request for Transfer of Assets, Direct Rollover or Roth Conversion. thumbnail image.

Retirement - Request for Transfer of Assets, Direct Rollover or Roth Conversion.

Date: 12/9/2013 | Lit #AF10026
PDF icon 109 KB  | Envelope icon
Retirement - Request for Transfer of SIMPLE Assets thumbnail image.

Retirement - Request for Transfer of SIMPLE Assets

Date: 12/9/2013 | Lit #AF10007
PDF icon 107 KB  | Envelope icon
TSA - 403(b)(7) Distribution Form thumbnail image.

TSA - 403(b)(7) Distribution Form

Date: 12/9/2013 | Lit #AF10022
PDF icon 250 KB  | Envelope icon
TSA - University Pension 403(b)(7) Distribution Request thumbnail image.

TSA - University Pension 403(b)(7) Distribution Request

Date: 12/9/2013 | Lit #AF10005
PDF icon 335 KB  | Envelope icon

E101 (10/11)