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literature and forms

Account Maintenance Forms

Looking to make changes to your existing Wasatch Funds account?

Online Maintenance

Login to your account to:
  • Make additional purchases or add another Wasatch Fund to your account
  • Change your address
  • Update your e-mail address
  • Change your telephone number
  • Switch to electronic document delivery
  • Change your distributions options
  • Add/update an Automatic Investment Plan (AIP)
  • Add/update a Systematic Withdrawal Plan (SWP)
Not registered for online account access? Click here to sign up.
You will need:

If you need help, contact our Shareholder Services at 800.551.1700, Monday through Friday 7:00 a.m. to 7:00 p.m. Central Time (CT)

Mail-in Maintenance

Select and print the form you need, then return it to Shareholder Services via:
Regular Mail
Wasatch Funds
P.O. Box 2172
Milwaukee, WI  53201-2172
Overnight Delivery
Wasatch Funds
803 West Michigan Street, Suite A
Milwaukee, WI  53233-2301
 

Regular Account Maintenance

Change my current account to a different type of account (Change registration)

Change the owner of my account

Account Registration Change Form

Account owner signatures may require a Medallion signature guarantee.

Combine my account statements into one envelope

Household Relationship Form

Use this form to "household" or combine all of your account statements and the statements of all Wasatch Funds shareholders living in your household into a single envelope. It's convenient and reduces paper waste.

Add/update my bank information

Add/update my telephone exchange/redemption privileges

Add/update my Automatic Investment Plan (AIP)

Add/update my Systematic Withdrawal Plan (SWP)

Account Privileges Change Form

Use this form to make changes to your account privileges, such as AIP or SWP.

Account owner signatures may require a Medallion signature guarantee.

Establish beneficiary(ies) on my account

Read our rules for registering shares for beneficiaries

Designation of Transfer on Death Form

Use this form to establish an account beneficiary. Only accounts registered to individuals, joint tenants, or tenants by entireties may designate a beneficiary.

Rules for Registration of Shares in Beneficiary Form pdf

This is the Wasatch Funds agreement and explanation of Rules regarding shares in beneficiary form. Only accounts registered to individuals, joint tenants, or tenants by entireties may designate a beneficiary.

Add Power of Attorney

Power of Attorney Form

Use this form to establish limited or full power of attorney on your Individual, Joint or IRA account. Signature(s) must be notarized.

Change cost basis reporting method

Cost Basis Election Form

Use this form to identify the cost basis reporting method you wish to apply to your Wasatch Funds account(s).

Establish redemption/exchange privileges for corporations, partnerships and other institutional accounts

Redemption and Exchange Privileges Form

Download this form in addition to a New Account Application if opening a new corporate, partnership, or institutional account.

Add/update my online transaction privileges

Internet Privileges Change Form

Your account must be registered for online access before using this form. Click here to register your account for online access.

Retirement Account Maintenance

Change my IRA beneficiary(ies)

IRA Beneficiary Designation Form

Use this form to change a beneficiary on your IRA account. This form applies to IRA accounts only.

Reverse my IRA contribution

IRA Re-characterization Form

Use this form to make an irrevocable election to re-characterize ("unwind" or "reverse") your IRA contribution via a trustee-to-trustee transfer.

Redeem money from an IRA

IRA Distribution Form

Use this form to request a distribution from your IRA, Roth IRA, SEP IRA, or SIMPLE.

Redeem money for the IRA Required Minimum Distribution (RMD)

IRA Required Minimum Distribution Form

Use this form to redeem money from your IRA account, in accordance with its Required Minimum Distribution.

Redeem money from a 403(b)

403(b) Distribution Application

Use this form to request a distribution from your 403(b) plan.

Update my distribution preferences on my IRA, SEP IRA, or SIMPLE IRA account

IRA Withholding Election Change Form

Use this form to change how you would like to receive IRA distributions.

To view PDF documents, you must have Adobe Acrobat Reader 5.0 or higher installed. Download a free copy of Adobe Acrobat Reader here.

To request these forms via U.S. mail, click here.