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Individual Investors» Account information» Account forms

Account forms

Get instant access to the forms you need. Please view the list of forms below. These forms can be completed online, printed, and faxed to 267 256-8992. You may also mail a printed copy to the address listed on the form.

Please note: Delaware Investments strongly suggests that you speak with your financial advisor before making any change to your account.

Regular mutual fund investment account forms

New account registration form (AA-100)
Services for your account form (FM-MULT)
Cost basis election form (FM-COSTBASIS)
Transfer on death form (FM-TDRF)
Non-retirement redemption form (RL-NONREDEEM)
Non-retirement transfer form (RL-NONTRANS)
Direct deposit authorization form (AA-DDA)
Mutual funds invest by mail form(FM-IBM)

IRA forms

IRA forms Booklet (IRA-FRMS)
IRA application (IRA-FRMS-APP)
IRA change of beneficiary form (RL-107)
IRA withdrawal statement (RL-W4PFORM)
IRA systematic withdrawal plan form (RL-601)
Roth IRA recharacterization form (IRA-RECHAR)
Understanding required minimum distributions (IRA-116)
Uniform life table (IRA-116C)
Elections for beneficiary of deceased participant form (RL-117A)
Elections for non-spouse beneficiary of deceased participant form (RL-117B)
IRA invest by mail form(FM-RS-IBM)
Birthdate verification form (FM-BVF)

Retirement forms

Coverdell Education Savings Account (CESA) plan document (EIRA-101)
Coverdell Education Savings Account (CESA) application (EIRA-102)
SIMPLE IRA application (RL-171-APP)
SIMPLE IRA employer booklet (RL-170)
SIMPLE IRA employee booklet (RL-171)
403(b)(7) Distribution and withholding election form (RL-305)
403(b)(7) financial hardship withdrawal form (RL-305HW)
Prototype defined contribution retirement plan distribution form (RL-DSWH)
SEP IRA and SARSEP: Application (RL-SEP-APP)

Miscellaneous forms

Corporate resolution form (FM-CORPRES)
Certification of NAV eligibility form (FM-NAV)
Durable Power of Attorney form (FM-POA)

For shareholders

Shareholder service center

Have questions? Contact the service center for answers.

Phone: 800 523-1918

Representatives are available weekdays from 8:30 a.m. to 6:00 p.m. Eastern time.

Carefully consider the Funds' investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Funds' prospectuses and, if available, their summary prospectuses which may be obtained by visiting the fund literature page or calling 800 523-1918. Investors should read the prospectus and, if available, the summary prospectus carefully before investing.

Investing involves risk, including the possible loss of principal.

Any Macquarie Group entity or fund noted on this page is not an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia) and that entity's obligations do not represent deposits or other liabilities of Macquarie Bank Limited ABN 46 008 583 542 (MBL). MBL does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise.

Delaware Investments, a member of Macquarie Group, refers to Delaware Management Holdings, Inc. and its subsidiaries, including the Funds' distributor, Delaware Distributors, L.P. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide.

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