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Applications

Account Applications
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Traditional/ Roth IRA Kit Traditional/ Roth IRA Kit
Application used to establish a Columbia Management Traditional IRA or Roth IRA. (Must be accompanied or preceded by a current prospectus for the appropriate mutual fund(s), and the custodial account and disclosure statement.)
View and print (PDF 953k) 
Not available to order online.
Traditional/ Roth IRA Kit (Direct Customers Only) Traditional/ Roth IRA Kit (Direct Customers Only)
Application used to establish a Columbia Management Traditional IRA or Roth IRA for direct customers only. (Must be accompanied or preceded by a current prospectus for the appropriate mutual fund(s), and the custodial account and disclosure statement.)
View and print (PDF 493k) 
Not available to order online.
Coverdell ESA Kit Coverdell ESA Kit

Application used to establish a Columbia Management Coverdell Education Savings Account (ESA). (Must be accompanied or preceded by a current prospectus for the appropriate mutual fund(s), and the custodial account and disclosure statement.)
View and print (PDF 384k) 
Not available to order online.
Coverdell ESA Kit (Direct Customers Only) Coverdell ESA Kit (Direct Customers Only)
Application used to establish a Columbia Management Coverdell Education Savings Account (ESA) for direct customers only. (Must be accompanied or preceded by a current prospectus for the appropriate mutual fund(s) and the custodial account and disclosure statement.)
View and print (PDF 363k) 
Not available to order online.
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©2009, Columbia Management Distributors, Inc.
A Member of Columbia Management
One Financial Center, Boston, Massachusetts 02111-2621

 NOT FDIC INSURED. May lose value. No bank guarantee.