Download Mutual Funds Applications & Forms

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)
Change of Ownership Form
General Form (MFCOO)
Letter of Instruction with Medallion Guarantee
General Form (MGLOI)
Name Change Form
General Form (NMCHG)
Mutual Fund Account Application
General Form (MFAPP)
W-9 Form
General Form (IRSW9)
Anti-Money Laundering Application Supplement
General Form (AMLAP)
Beneficial Owner Certification Form
General Form (BOCERT)
IRA/ESA Retirement Account Application
IRA Form (RETAP)
Direct Transfer/Rollover Form
IRA Form (RETTF)
IRA/ESA Supplemental Application
IRA Form (RETSP)
IRA Distribution Form
IRA Form (IRADF)
Mandatory IRA Distribution Form
IRA Form (MDSTR)
IRS 5304-SIMPLE
SIMPLE Form (IRS 5304)
IRS 5305-SA Simple IRA Custodial Agreement
SIMPLE Form (IRS 5305)
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)
Group Investment Report
SIMPLE Form (GRIVR)
Change Future Contribution Form
SIMPLE Form (SIMCH)
IRA Distribution Form
SIMPLE Form (IRADF)
Mandatory Distribution Form
SIMPLE Form (MDSTR)
Individual(401k) Basic Plan Document
Individual (401k) Form (QRQBK)
Individual(401k) Summary Plan Description
Individual (401k) Form (QRSPD)
Individual(401k) IRS Opinion Letter
Individual (401k) Form
Individual(401k) Distribution Form
Individual (401k) Form
Mandatory Distribution Form
Individual (401k) Form
Supplemental Account Application
Non-Retirement Acct Form (MFSUP)
Transfer on Death Change/Designation Form
Non-Retirement Acct Form (TODFR)
Non-Retirement Acct Transfer Form
Non-Retirement Acct Form

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