- 403(b) Plan Distribution Form
Request a distribution from your 403(b).
- Address Change
Change the address of record on your account.
- Automated Investment Plan
Activate automatic investment privileges.
- Beneficiary Change
Change designated beneficiary.
- Broker/Dealer Change
Change the broker/dealer of record on your account.
- Cost Basis Accounting Method Update
Update the cost basis accounting method on your Thornburg account.
- Coverdell Education Account Distribution
Request a distribution from the Thornburg Coverdell Education Savings Account (Coverdell ESA).
- Fund Redemption
Redeem funds by mail.
- IRA Distribution Request
Redeem funds from your IRA.
- Legal Entity Beneficial
Ownership Certification Form
Open an account for a legal entity.
- Letter of Intent
Letter of Intent for reduced sales charges.
- Name Change
Change your name.
- Registration Change
Change account registration.
- Systematic Exchange Form
Authorize systematic exchanges.
- Systematic Withdrawal Plan Application
Activate systematic withdrawal.
- Telephone Redemption
Apply for telephone redemption privileges.
- Transfer Authorization Form/Account Re-Registration Form
Authorize the transfer and identify the account from which the shares will be transferred.
- Transfer on Death Registration Form
Adding Transfer on Death Registration to an existing account.
- Trusted Contact Form
Designate someone whom Thornburg may contact in case of emergency or incapacity.
- Update Banking Instructions
Add or update the banking instructions on your account.
- UTMA/UGMA Account Transfer Form
Re-register a Thornburg UTMA/UGMA account to a former minor
From the IRS--to certify a tax ID number.
- Wiring Instructions
Transfer Agent wiring instructions