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Forms and Applications
To open a new account, please download an application and read the prospectus. You should consider the investment objective, risks, charges and expenses ofo the Forward Funds before investing.
You can view or download an application or form, by clicking the file name or pdf image. You also can receive this information by mail.
You will need Adobe® Reader® to view or print these documents. Download the latest version from Adobe®.
Applications
- Account Application
Regular account application. - IRA Account Application
Includes IRA Application and the Traditional IRA Booklet. - ROTH IRA Account Application
Includes IRA Account application and the Roth IRA Booklet. - SIMPLE IRA Account Application
Includes IRA Account application and the SIMPLE IRA Booklet
Forms
- Account Asset (nonqualified) Transfer Form
- Account Maintenance Form
- Account Options Form
- Change of Investment Professional Form
- Cost Basis Election Form
- Coverdell ESA Distribution Request Form
- Coverdell ESA Transfer Form
- Exchange Between Funds Form
- IRA Distribution Authorization Form
- IRA Transfer/Direct Rollover Request Form
- Letter of Intent Form
- Purchase and Redemption Form
- Share Transfer Authorization Form
- SIMPLE IRA Contribution Trade Form
- Transfer On Death Form