Browse All Forms and Applications

Below are frequently requested applications and forms. If you cannot find the form or application that you are looking for, please contact us. Please read the instructions for each document carefully. In a hurry? Many of our forms and applications can be faxed back to us for expedited processing.

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Use this form to change ownership from a deceased trustee on a trust account.

Account Options

Use this form to request a one-time distribution from your Janus IRA.

Purchases And Redemptions

Use this form to request reoccurring automatic distributions (including required minimum distributions) from your Janus IRA. Do not use this form for a one-time distribution from your account.

Purchases And Redemptions

Convert your Janus Traditional IRA to a Roth IRA at Janus.

Purchases And Redemptions

Update the name on your account due to a legal name change (e.g. marriage or divorce).

Account Options, Most Popular

Set up Automatic Payroll Deductions or make changes to an existing plan. Automatic Payroll Deductions enable you to invest in your existing Janus account(s) with a deduction taken directly from your paycheck.

Purchases And Redemptions

Use these forms to add a new owner(s) to an individual account or transfer an individual account to a new owner(s).

Account Options

Use this form to establish an account when the original IRA owner is deceased and you have been designated as the beneficiary. Each beneficiary must complete a separate claim form.

Account Options

Use this letter of Instruction to submit a written request to Janus.

Account Options

Use this form to certify the validity and effectiveness of an existing Power of Attorney.

Establish a corporate or other entity account at Janus.

Applications

Read the complete details before establishing a Traditional IRA, Roth IRA or SEP-IRA at Janus.

Applications

Use this form to add or change account preferences and options on your existing Janus account.

Use this form to transfer your retirement or non-retirement Janus fund(s) held at another institution to Class D Shares held directly at Janus.

Use this form to verify your current mailing address.

Account Options

Use this form for one time distributions or direct rollovers from your Janus 403(b)(7) account. If there has been a purchase or transfer into your Janus 403(b)(7) account after 12/31/2004, you may not use this form as employer authorization is required....

Read the complete details before establishing a Coverdell Education Savings Account at Janus.

Applications

Use this form and obtain employer authorization if there has been a purchase or transfer into your Janus 403(b)(7) account after 12/31/2004.

Initiate a direct rollover of a distribution from your prior employer's qualified retirement plan to a new or existing Janus IRA or Roth IRA.

Most Popular, Transfer Or Rollover

Use this form to establish the checkwriting option for any of the Janus Money Market Funds.

Use this form to establish additional accounts at Janus under your existing employer-sponsored retirement plan (e.g., 401k, PSP, MPPP).

Use this checklist to assist you in changing ownership of assets due to the death of a joint owner on your existing non-retirement account.

Account Options

Use this form to establish an account when the original IRA owner is deceased and an entity such as the decedent's estate, a trust or a corporation/business entity has been designated as the beneficiary. Each beneficiary must complete a separate claim f...

Account Options

Use this form to establish an account when the original IRA owner is deceased and you have been designated as the beneficiary. Each beneficiary must complete a separate claim form.

Account Options

Use this form to authorize a person other than the account owner to trade on your Janus account.

Account Options, Most Popular

Use this form to update your Transfer on Death beneficiaries on your non-retirement account.

Account Options, Most Popular

Use this form to authorize individuals to trade on a corporate/other entity account at Janus.

Account Options
IRA Application  (PDF)

Establish a Traditional IRA, Roth IRA or SEP-IRA account at Janus.

Applications, Most Popular

Establish a regular (non-retirement) account at Janus.

Applications, Most Popular

Use this form to update your beneficiaries on your retirement account.

Account Options, Most Popular
Add-A-Fund Form  (PDF)

Add a new fund to an existing account at Janus.

Purchases And Redemptions

Use this form to request a distribution from your qualified retirement account. Please do not use this form to request a distribution from an IRA or 403(b)(7).

Use this letter of instruction for requests requiring a signature guarantee.

Account Options

Use this form to establish a SEP IRA or SAR SEP IRA at Janus. Please do not use this form to establish a Traditional IRA or Roth IRA at Janus.

Transfer an IRA from another institution to Janus. If opening a new Janus account to receive the transfer, also complete an IRA Application.

Transfer Or Rollover

Convert your Traditional IRA from another institution directly to a Roth IRA at Janus.

Transfer Or Rollover

Used to add electronic purchase and redemption options on your existing Janus account.

Account Options, Most Popular

Change your existing IRA contribution from one type of IRA to another (such as from a Traditional IRA to a Roth IRA or vice versa)

Purchases And Redemptions

Change the ownership of an existing account or transfer ownership of shares to another account.

Account Options

Transfer a Coverdell Education Savings Account from another institution to Janus. If opening a new Janus account to receive the transfer, also complete a Coverdell ESA Application.

Transfer Or Rollover

Use these handy investment stubs to invest in an existing account (regular or retirement).

Purchases And Redemptions

Use this form to request reoccurring automatic distributions from your Janus 403(b)(7) account. Do not use this form for a one-time distribution from your account.

Purchases And Redemptions

Change a custodial account into an individual account when the minor reaches the age of legal termination.

Account Options

Establish a new Coverdell Education Savings Account at Janus.

Applications

Use these forms to add a new owner(s) to an joint account or transfer a joint account to a new owner(s).

Account Options

Complete this form to sign up for the Janus Rollover/Transfer Bonus Program.

Most Popular, Transfer Or Rollover

Use this checklist to assist you in changing ownership of assets to a non-person entity due to death of a joint owner on your existing non-retirement account

Account Options

Establish a new trust or estate account at Janus.

Applications

Use these forms to re-register an individual or joint account to a trust.

Account Options

Establish a custodial account for a minor (Uniform Gift/Transfer to Minor Account) at Janus.

Applications

Set up automatic investments from your bank account directly into your Janus account. 

Most Popular, Purchases And Redemptions

Use this form to update the cost basis method for Covered Shares (shares purchased after January 1, 2012) on your non-retirement accounts held at Janus. 

Use this form to establish a Non-Retirement account at Janus when the original owner is deceased and you have been designated as the beneficiary. Please do not use this form to establish any type of Janus IRA, or if the account will go to an entity bene...

Account Options