Service-Related Forms

* 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.

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)*
Request 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 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

Fax Number: 1-888-327-2013

At this time, American Century Investments is not able to receive forms electronically.