Forms & Applications 

 

 

 
As of DateTypeDocument TitleInformation Type
04/19/2013 pdf Account Application Allianz Funds Document Actions General Applications
01/03/2011 pdf Auto-Exchange Plan Form Document Actions General Forms
01/03/2011 pdf Auto-Invest Enrollment Form for Allianz Funds Document Actions General Forms
01/03/2011 pdf Automatic Withdrawal Form Document Actions General Applications
01/28/2013 pdf CollegeAccess 529 Account Application - Not using a FA Document Actions General Applications
01/28/2013 pdf CollegeAccess 529 Account Application for Investors using a FA Document Actions General Applications
01/12/2011 pdf CollegeAccess 529 Additional Investment Form Document Actions General Forms
01/12/2011 pdf CollegeAccess 529 Auto Exchange Form Document Actions General Forms
01/28/2013 pdf CollegeAccess 529 Change Form Document Actions General Forms
02/01/2011 pdf CollegeAccess 529 Change Form – Direct Investors Only Document Actions General Forms
07/10/2012 pdf CollegeAccess 529 Gift Certificate Document Actions General Forms
10/01/2012 pdf CollegeAccess 529 Rollover Form Document Actions General Forms
08/21/2012 pdf CollegeAccess 529 Withdrawal Request Form Document Actions General Forms
10/03/2011 pdf Cost Basis Election Form Document Actions General Forms
01/26/2012 pdf Form 5500 Schedule C Disclosure Document Actions General Forms
01/03/2011 pdf Fund Link Enrollment Form Document Actions General Forms
03/14/2013 pdf MI 529 Advisor Account Application Document Actions General Applications
03/14/2013 pdf MI 529 Advisor Account Application for Investors with Merrill Lynch Document Actions General Applications
08/20/2010 pdf MI 529 Advisor Additional Investment Form Document Actions General Forms
08/20/2010 pdf MI 529 Advisor Auto-Exchange Form Document Actions General Forms
03/14/2013 pdf MI 529 Advisor Change Form Document Actions General Forms
07/09/2012 pdf MI 529 Advisor Payroll Deduction Form- For Employees Document Actions General Forms
11/01/2010 pdf MI 529 Advisor Rollover Form Document Actions General Forms
01/03/2012 pdf MI 529 Advisor Withdrawal Request Form Document Actions General Forms
01/03/2011 pdf Non-Retirement Plan Transfer Request Form Document Actions General Forms
03/14/2013 pdf OklahomaDream 529 Account Application Document Actions General Applications
07/15/2011 pdf OklahomaDream 529 Additional Investment Form Document Actions General Forms
03/14/2013 pdf OklahomaDream 529 Change Form Document Actions General Forms
07/15/2011 pdf OklahomaDream 529 Rollover Form Document Actions General Forms
01/03/2012 pdf OklahomaDream 529 Withdrawal Request Form Document Actions General Forms
02/29/2012 pdf Payroll Deduction Plan for Avera Employees (Class SD-D) Document Actions General Forms
04/19/2013 pdf Qualified Plan Account Application Document Actions General Applications
04/01/2013 pdf Qualified Plan Account Application - R and R6 Shares Document Actions General Applications
11/01/2012 pdf Qualified Plan Individual Account Application for Allianz Funds Document Actions General Applications
02/15/2012 pdf Transfer On Death (TOD) Registration Request Form Document Actions General Applications
01/03/2011 pdf Wire Redemption Authorization Form Document Actions General Forms

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Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED

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