Skip navigation and go directly to content

Columbia Funds - Investor Site 
 

Account Service Forms

Service Forms
Image
Name and Description
View
Order by Mail
ACH Electronic Funds Transfer Form - Plan Contributions ACH Electronic Funds Transfer Form - Plan Contributions
Form used to establish the Automated Clearing House (ACH) privilege that allows you to transfer money directly between your fund account(s) and your bank account by electronic funds transfer.
View and print (PDF 117k) 

Maximum of
5 copies
Application for CPI Web Application for CPI Web
Form used to activate online access as plan sponsor for 401(k), profit sharing, money purchase pension, SEP IRA or SIMPLE IRA retirement plans.
View and print (PDF 282k) 

Maximum of
5 copies
IRA Beneficiary Designation Form IRA Beneficiary Designation Form
Form used to add or update your beneficiary elections on your Traditional IRA, Roth IRA, SEP IRA or SIMPLE IRA.
View and print (PDF 114k) 

Maximum of
5 copies
IRA Distribution Form IRA Distribution Form
Form used to complete a full or partial distribution from a Traditional IRA, Roth IRA, SEP IRA, Coverdell ESA or SIMPLE IRA.
View and print (PDF 134k) 

Maximum of
5 copies
Prototype Retirement Plan Fees Prototype Retirement Plan Fees
A snapshot of retirement plan fees.
View and print (PDF 92k) 

Maximum of
5 copies
Qualified Distribution Form Qualified Distribution Form
Form used to submit a distribution request from a qualified retirement plan.
View and print (PDF 316k) 
Not available to order online.
Privacy   •   Security   •  Website Rules and Regulations   •   Corporate Entities and Disclosures   •  Read Prospectus   •  Site Map   •  Glossary

© 2010 Columbia Management Investment Advisers, LLC. All rights reserved.

On April 30, 2010, Ameriprise Financial, Inc., the parent company of RiverSource Investments, LLC, acquired the long-term asset management business of Columbia Management Group, LLC, including certain of its affiliates, which were, prior to this acquisition, part of Bank of America. In connection with the acquisition of the long-term assets, certain clients of Columbia Management Advisors, LLC (including the Columbia Funds) have a new investment adviser, RiverSource Investments, LLC, which is now known as Columbia Management Investment Advisers, LLC. On the same date, Ameriprise Financial also acquired Columbia Wanger Asset Management, LLC (CWAM). CWAM will continue as the investment adviser for Columbia Acorn and Wanger Funds and no changes are anticipated in the existing investment management team. For those clients that use the services of a subadviser, those arrangements are continuing unless notified otherwise. RiverSource Fund Distributors, Inc., now known as Columbia Management Investment Distributors, Inc., member FINRA, will act as the principal distributor of the Columbia, Wanger, Columbia Acorn, RiverSource, Seligman and Threadneedle branded funds. RiverSource Service Corporation, now known as Columbia Management Investment Services Corp., is the transfer agent for the Funds.

NOT FDIC INSURED.No Bank Guarantee.May Lose Value