Forms

Mutual Funds


To access these files, your system must be able to read files in pdf format. Download Acrobat reader now if your system doesn't have it.

Mutual Fund Account Application
Mutual Fund Account Application

If you would like to open a mutual fund account for an Individual or Joint Account, Gift/Transfer to a Minor (UGMA/UTMA), Trust Corporation or Partnership use this form.

Download Mutual Fund Account Application Form (PDF)
Universal IRA Package
Universal IRA Package

This guide will help you to establish a Traditional, Roth or Rollover IRA. It also includes rollover and conversion forms.

Download Universal IRA Package Form (PDF)
Change of Address Form
Change of Address Form

If you have moved and need to update the address on your account, simply fill out and return this form.

Download Change of Address Form (PDF)

Can't Find The Forms You Need?

Find all Mutual Funds Forms JHFunds.com.

More forms at JHfunds.com