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* PDF Fill In Form - Text may be input directly into the PDF. Place cursor on the first input field. Use the Tab key to move to the next field. Some fields, such as signatures, must be filled in by hand after the form is printed.
Account Application - All Classes*
This application is for use only by clients of financial professionals investing in Investor, Advisor, Institutional, A, C, or R Class shares.
Use this application to open an Investor, Advisor, Institutional, A or C Class Coverdell Education Savings Account. For investors using a financial professional.
Request to Transfer/Roll Over*
Use this form to transfer retirement assets from your current custodian or trustee to American Century Investments®; roll over employer-sponsored retirement assets to American Century Investments®; transfer an account held with another firm/fiduciary to American Century Investments; or convert a traditional IRA to a Roth IRA.
Application for Banks and Trust Companies
This application is for use only by banks, trust companies, nominees, Third Party Administrators, Retirement Plan Trusts and other institutional investors. You may use this application to open an account invested in any of the Variable Portfolios funds. Accounts are available only to U.S. entities.
If you have any questions regarding the application, contact the Investment Professional Services Team at 1-800-378-9878, (international calls: 1-816-531-5575, ext. 44003).
American Century Investments
PO Box 419786
Kansas City, MO 64141-6786
Fax Number: 1-888-327-2013
At this time, American Century Investments is not able to receive forms electronically.
Learning Quest® Advisor Application*
Use this application to open any type of Learning Quest Advisor account. Remember to provide your client the Learning Quest Advisor Handbook when opening a new account.
Unless otherwise indicated, mail completed, printed application to:
Learning Quest Advisor
PO Box 2947
Shawnee Mission, KS 66201-1347
Learning Quest Advisor
920 Main Street, Ste 900
Kansas City, MO 64105
SEP IRA Application*
Use this application to open a new American Century Investments® SEP IRA account. To help your client complete the application, review the Service Options and the Disclosure Statement and Custodial Agreement .
SIMPLE IRA Application*
Use this application to open a new American Century Investments SIMPLE IRA account. To help your client complete the application, review the Service Options and the Disclosure Statement and Custodial Agreement .