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Account Applications & Forms

Quick access to account opening and maintenance forms. If you are not able to find what you are looking for, we are here to help.

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Applications
Investor Class Account Application
IRA Account Application (Traditional, SEP, Roth IRA)
Institutional Class Accounts
 

Maintenance Forms
Banking Instructions & Automatic Investment Form
IRA Beneficiary Designation
IRA Beneficiary Designation Change Form
IRA Distribution Request Form
IRA Inheritance Request Form, Spouse Beneficiary
IRA Inheritance Request Form, Non-Spouse Beneficiary
Roth IRA Conversion Request Form (Between Matthews Asia Funds Individual Retirement Accounts)
Roth IRA Conversion Request Form (Convert a traditional IRA from another institution to a Matthews Asia Funds Roth IRA)
Transfer on Death Registration
Letter of Instruction Form
Add a Fund Form
Cost Basis Election Form
Coverdell Education Savings Account Distribution Form
 

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Contact Us

Call Us

800-789-ASIA (2742)
Monday–Friday between 9 a.m.–4:30 p.m. EST

Matthews Asia Funds
P.O. Box 534475
Pittsburgh, PA 15253-4475

Email Us

correspondence@matthewsasia.com

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