Service Forms

Form used to establish or change account options for existing retail accounts, i.e. automatic investment plan, automatic dividend diversification, automated dollar cost averaging, systematic withdrawal plan and telephone withdrawal options.

Form used to establish or change account options for existing retail accounts, i.e. automatic investment plan, automatic dividend diversification, automated dollar cost averaging, systematic withdrawal plan and telephone withdrawal options.

Form used to make additional investments into an existing mutual fund account.

Form used to establish or change account options for existing retail accounts, i.e. automatic investment plan, automatic dividend diversification, automated dollar cost averaging, systematic withdrawal plan and telephone withdrawal options.

Form used by all non-individual entities (except trusts) to authorize a transfer or redemption from an account. (Must accompany any application to open a non-individual entity account.)

Form used to verify the name(s) of trustee(s) authorized to act on an individual trust.

Form used to add or modify check signers on a mutual fund account.

Form used to add or modify check signers on a money market fund account.

Form used to change the dealer firm and/or financial advisor on a shareholder’s account.

Form of power of attorney to request a transaction to be performed in an account. (Must be accompanied by a specific transaction request and a copy of the actual power of attorney document. This form will need to be completed each time a transaction is requested by the power of attorney.)

Form used to request distributions or systematic withdrawals from a mutual fund account.

Form used to request a redemption from your account with Columbia Funds Services, Inc. (CFSI).

Form used to stipulate how a mutual fund account will be administered after the shareholder’s death.

Form used to change, add or delete the name(s) on your account, or to change the ownership of your account. (Must be accompanied by a new account application.)

Form used to register a trustee(s) of a new account or change trustee information in an existing account. (Must be accompanied by any new account application requesting a trust registration.)

User guide to Customer Connection, our automated phone system that allows you virtually 24-hour access to your account.

Form used to determine non-resident alien (NRA) tax status for foreign citizens investing in U.S. securities, including mutual funds.

Form used by U.S. citizens and resident aliens to certify their Social Security number or taxpayer identification number (TIN) on an existing account.