Managers Investment Group

Forms and Applications

MIG appreciates your interest in investing in our funds. If you have any questions or if we can be of any assistance, please contact one of our Client Service professionals at 800.548.4539.

Please note: To invest in Brandywine Funds, please visit www.brandywinefunds.com, or call Brandywine at 800.656.3017.

Account Applications

Regular Application

Traditional and ROTH Individual Retirement Account Application & Brochure

Coverdell Education Savings Account Application & Brochure

SIMPLE Individual Retirement Account Application & Brochure

General Forms

Account Maintenance Form

Automatic Investment Plan Form

Automatic Withdrawal Form

Exchange Request Form

Investment Stub

IRA Transfer of Assets/Direct Rollover Form

Roth IRA Conversion Form (Internal)

Roth IRA Conversion Form (External)

Processing Form/LOI

Recharacterization Form (Internal)

Recharacterization Form (External)

Retirement Account Distribution Form

Required Minimum Distribution Form

403(b) Distribution Form

SIMPLE IRA Distribution Request Form

Transfer on Death Form

Instructions for Death of a Shareholder

2011 Shareholder 1099 Tax Information

Separate Account Strategy Forms

Transaction Form

2011 Managers Tax Selling Request Form

Please note: To view these documents, you must have Adobe Acrobat Reader. You may download a free copy from the  Adobe web site. If you encounter problems during or after the download process, please refer to the Adobe Web site or your browser vendor "help" pages.

Disclosure

Investors should carefully consider the Fund's investment objectives, risks, charges and expenses before investing. For this and other information, please call 800.835.3879 or download a free prospectus. Read it carefully before investing or sending money.
 

 

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