Download Mutual Funds Applications & Forms

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Please note: The forms listed below are for AIG Mutual Funds. Please do not use these forms for other AIG produtcs.  

If you have any questions, please call our Shareholder Services Team at 800-858-8850 ext. 6010.

Form name
Type (ID)
Broker/Dealer Change Form
General Form (BDCHG)
 Download
Change of Ownership Form
General Form (MFCOO)
 Download
Letter of Instruction with Medallion Guarantee
General Form (MGLOI)
 Download
Name Change Form
General Form (NMCHG)
 Download
Mutual Fund Account Application
General Form (MFAPP)
 Download
W-9 Form
General Form (IRSW9)
 Download
Anti-Money Laundering Application Supplement
General Form (AMLAP)
 Download
Beneficial Owner Certification Form
General Form (BOCERT)
 Download
IRA/ESA Disclosure Statement & Custodial Agreement
IRA Form (IRADS)
 Download
IRA/ESA Retirement Account Application
IRA Form (RETAP)
 Download
Direct Transfer/Rollover Form
IRA Form (RETTF)
 Download
IRA/ESA Supplemental Application
IRA Form (RETSP)
 Download
Beneficiary Change/Designation Form
IRA Form (RETBE)
 Download
IRA Distribution Form
IRA Form (IRADF)
 Download
Mandatory IRA Distribution Form
IRA Form (MDSTR)
 Download
IRS 5304-SIMPLE
SIMPLE Form (IRS 5304)
 Download
IRS 5305-SA Simple IRA Custodial Agreement
SIMPLE Form (IRS 5305)
 Download
5305-SIMPLE Savings Incentive Match for Employees of Small Employers
SIMPLE Form (IRS 5305-SIMPLE)
 Download
Simple IRA Account Application
Simple IRA Application
 Download
SIMPLE IRA Transfer Form
SIMPLE Form (SIMTF)
 Download
Group Investment Report
SIMPLE Form (GRIVR)
 Download
Change Future Contribution Form
SIMPLE Form (SIMCH)
 Download
IRA Distribution Form
SIMPLE Form (IRADF)
 Download
Mandatory Distribution Form
SIMPLE Form (MDSTR)
 Download
Individual(401k) Basic Plan Document
Individual (401k) Form (QRQBK)
 Download
Individual(401k) Summary Plan Description
Individual (401k) Form (QRSPD)
 Download
Individual(401k) IRS Opinion Letter
Individual (401k) Form
 Download
Individual(401k) Distribution Form
Individual (401k) Form
 Download
Mandatory Distribution Form
Individual (401k) Form
 Download
Supplemental Account Application
Non-Retirement Acct Form (MFSUP)
 Download
Transfer on Death Change/Designation Form
Non-Retirement Acct Form (TODFR)
 Download
Non-Retirement Acct Transfer Form
Non-Retirement Acct Form
 Download

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Investors should carefully consider a Fund’s investment objectives, risks, charges and expenses before investing. The prospectus, containing this and other important information, can be obtained from your financial advisor, the AIG Funds Sales Desk at 800‑858‑8850, ext. 6003. Read the prospectus carefully before investing.

AIG Funds are advised by SunAmerica Asset Management, LLC (SAAMCo) and distributed by AIG Capital Services, Inc. (ACS), Member FINRA Harborside 5, 185 Hudson Street, Suite 3300, Jersey City, NJ 07311, 800‑858‑8850, ext. 6003. SAAMCo and ACS are members of American International Group, Inc. (AIG).

Not FDIC or NCUA/NCUSIF Insured.
May Lose Value. No Bank or Credit Union Guarantee.
Not a Deposit. Not Insured by any Federal Government Agency.

©2021 American International Group, Inc. All rights reserved.

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