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For Individual Investors in the US

Forms and Applications

1-12 of 60 results
Name of form or application Description
2024 Investment Bonus Contract Complete this form to sign up for the Janus Henderson Investment Bonus Program.
2024 Rollover/Transfer Bonus Contract Complete this form to sign up for the Janus Henderson Rollover/Transfer Bonus Program.
529 Qualified Tuition Program (QTP) to Roth IRA Rollover Form Use this form to roll over assets from your 529 Qualified Tuition Program (QTP) to a Roth IRA at Janus Henderson.
Account Preferences Change Form Use this form to add or change account preferences and options on your existing Janus Henderson account.
Add a Conservator or Guardian to an Account Use this form to establish a Conservator or Guardian on a Janus Henderson Account
Add an Authorized Trader to a Corporate Account Use this form to authorize individuals to trade on a corporate/other entity account at Janus Henderson.
Add-A-Fund Form Add a new fund to an existing account at Janus Henderson.
Add/Change the Beneficiary on a Coverdell ESA Use this form to add/change a beneficiary on a Coverdell ESA Account.
Add/Update Bank Information Used to add electronic purchase and redemption options on your existing Janus Henderson account.
Add/Update Bank Information DocuSign Form - Use this form to add electronic purchase and redemption options to your existing Janus Henderson Account(s).
Add/Update Beneficiary Form Use this form to update your beneficiaries on your Individual or Joint non-retirement account, Roth IRA, SEP IRA or SAR SEP IRA.
Add/Update Beneficiary Form DocuSign Form - Use this form to update your beneficiaries on your Individual or Joint account.