Form Library

Whether you’re ready to open an account or maintain or update an existing account, please select from the following applications and forms. Once completed, please review the application checklist and follow the mailing instructions located at the bottom of the application or form.

If you have questions while completing the document, please contact Shareholder Services as 888.345.1898.

Business Entity Accounts >>
Coverdell ESA Application >>
UGMA & UTMA Application >>
Joint Account Application >>
Personal Account Application >>
ROTH IRA Application >>
SEP/Simple IRA Application >>
Traditional IRA Application >>
Trust & Estate Account Application >>
IRA Transfer/Conversion Request Form >>

Note: The IRA Transfer/Conversion Request Form must be completed for rollovers from another eligible IRA. Please include your banking information when you create your account online. Including this information makes future actions, including adding and transferring money in the future, easier.

Commonwealth Funds offers a streamlined approach for investors to set up an account. Using the online platform, you can determine what account you would like to set up and begin the application. After your account is created, you will have access to the online portal to manage your account, view fund information, review e-docs and much more.

The online platform is just another way Commonwealth Funds helps you to bring it home.

After you select a type of account, here is what you need:

  • Account owner name
  • Registration address
  • Social Security Number
  • Date of birth
  • Email address
  • Bank account information
  • Beneficiary information (for retirement accounts)

Create your account online >>

You may place your order through financial intermediary authorized to take orders for a fund. Financial intermediaries include broker-dealers, banks, insurance company separate accounts, investment advisors and administrators or trustees of IRA recognized tax-deferred savings plan (Financial Intermediaries), such as 401(k) retirement plan.

If you have any questions, please call 888.345.1898.