Forms and Applications

Forms and Applications

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  • Applications
  • Service-Related Forms

General Investing 

Form Title Paper Form

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.

CESA Application*
Use this application to open an Investor, Advisor, Institutional, A or C Class Coverdell Education Savings Account. For investors using a financial professional.
IRA Application*
Use this application to open an Investor, A, C or Advisor class Traditional, Roth or Rollover IRA 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.


Submit Forms

If you have any questions regarding the application, contact the Investment Professional Services Team at 1-800-378-9878, (international calls: 816-531-5575, ext. 44003).

Mailing Address
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.
 

529 Investing

Form Title Paper Form

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.


Submit Forms

Unless otherwise indicated, mail completed, printed application to:

Regular Delivery
Learning Quest Advisor
PO Box 2947
Shawnee Mission, KS 66201-1347

Overnight Delivery
Learning Quest Advisor
920 Main Street, Ste 900
Kansas City, MO 64105
 

Business Retirement Investing

Form Title Paper Form

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 .


Submit Forms

If you have any questions regarding the application, contact the Investment Professional Services Team at 1-800-378-9878, (international calls: 816-531-5575, ext. 44003).

Mailing Address
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.

General Forms

Form Title Paper Form
Designation of Beneficiary*
Allow your clients to designate primary or secondary beneficiaries for their American Century Investments® retirement account.
Electronic Payment Authorization
Use this form to authorize electronic payments for regular commissions, 12b-1 trails or other trails.
IRA Required Minimum Distribution (RMD)*
Use this form to request your minimum distribution requirements.
Notice of Name Change
Use this form to tell us that your legal name has changed.
One-Time and Automatic Transactions*
Use this form for a one-time transaction or automatic exchange, investment or redemption plan.
Transfer-in-Kind*
Transfer a retirement or non-retirement account held with your current financial professional or firm to the same fund at American Century Investments.
Transfer on Death Agreement*
Use this form to transfer ownership of your shares to your beneficiaries, effective upon your death. Before you complete the form, please review the TOD rules and discuss the making of a TOD direction with your attorney. You'll want to be sure it is consistent with your estate and tax planning.
Transfer on Death Rules
Rules for registering your shares in beneficiary form.
Transfer of Ownership Form
Use this form to transfer shares to a new owner or change your account ownership.


Submit Forms

If you have any questions regarding the application, contact the Investment Professional Services Team at 1-800-378-9878, (international calls: 816-531-5575, ext. 44003).

Mailing Address
American Century Investments
PO Box 419786
Kansas City, MO 64141-6786
 

529 Forms

Form Title Paper Form
Account Features Form*
Use this form to add account features and services to a Learning Quest® Advisor account. Account features include automatic investment plan, systematic withdrawal plan, bank information, systematic exchange, interested party information, rights of accumulation, and services.
Change of Beneficiary Form*
Use this form to change the beneficiary of a Learning Quest Advisor account.
Incoming Rollover Form*
Use this form to transfer all or part of your account with another state 529 plan to a Learning Quest Advisor account.
Withdrawal Request Form
Use this form to request a withdrawal from a Learning Quest Advisor account.


Submit Forms

Unless otherwise indicated, mail completed, printed application to:

Regular Delivery
Learning Quest Advisor
PO Box 2947
Shawnee Mission, KS 66201-1347

Overnight Delivery
Learning Quest Advisor
920 Main Street, Ste 900
Kansas City, MO 64105
 

Business Retirement Forms

Form Title Paper Form
Designation of Beneficiary*
Employees use this form to designate primary and secondary beneficiaries for their SEP, SARSEP or SIMPLE IRA.
Participant Investment Elections*
Employees complete this form and return it to their employer to indicate how they want to invest their retirement contributions.
Purchase Guidelines
Employers use this form to tell American Century Investments® how to divide plan contributions between participant accounts.
Request to Transfer/Roll Over*
Employees use this form for retirement accounts.
Retirement Plan Services Application*
Use this form to establish a 401(k), profit sharing, money purchase pension or other qualified retirement plan.
Salary Reduction Agreement
Employees complete this form and return it to their employer to have money deducted from their paycheck and invested into their SARSEP or SIMPLE IRA.


Submit Forms

If you have any questions regarding the application, contact the Investment Professional Services Team at 1-800-378-9878, (international calls: 816-531-5575, ext. 44003).

Mailing Address
American Century Investments
PO Box 419786
Kansas City, MO 64141-6786
 

IRS Forms

Form Title Paper Form
Form W-8BEN and Instructions for Form W-8BEN  
Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
Form W-9 and Instructions for the Requester of Form W-9  
Request for Taxpayer Identification Number and Certification
Form W-4P
Withholding Certificate for Pension or Annuity Payments
Form 709 Instructions for Form 709  
United States Gift (and Generation-Skipping Transfer) Tax Return

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