Account Applications & Forms

Resources

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.

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