Forms and Applications

Name of form or application	Description
Direct Rollover Kit with Roth IRA Option	Initiate a direct rollover of a distribution from your prior employer's qualified retirement plan to a new or existing Janus Henderson IRA or Roth IRA.
Draft Signature Card	Use this form to establish the checkwriting option for any of the Money Market Funds.
Establish an AIP/Payroll Deduction Form	Set up automatic investments from your bank account directly into your Janus Henderson account.
Generic Investment Slips	Use these handy investment stubs to invest in an existing account (regular or retirement).
Inheriting a Joint Account with a Deceased Owner	Use this checklist to assist you in changing ownership of assets due to the death of a joint owner on your existing non-retirement account.
Inheriting a Trust Account – Deceased Trustee	Use this form to change ownership from a deceased trustee on a trust account.
Inheriting an Individual Account with TOD Beneficiaries	Use this form to establish an account when the original owner is deceased and you have been designated as the beneficiary. Each beneficiary must complete a separate claim form.
Inheriting an Individual Account without TOD Beneficiaries	Use these forms to assist you in claiming assets for an estate when a beneficiary has not been named, or to claim assets for a named trust beneficiary, due to the death of the account owner.
Inheriting an IRA - Entity Beneficiary	Use this form to establish an account when the original IRA owner is deceased and an entity such as the decedent's estate, a trust or a corporation/business entity has been designated as the beneficiary. Each beneficiary must complete a separate claim form.
Inheriting an IRA - Individual Beneficiary	Use this form to establish an account when the original IRA owner is deceased and you have been designated as the beneficiary. Each beneficiary must complete a separate claim form.
IRA Beneficiary Claim Form - Estate Beneficiary	Use this form to establish an account when the original IRA owner is deceased and the Estate has been designated as the beneficiary.
IRA Disclosure Statement	Read the complete details before establishing a Traditional IRA, Roth IRA or SEP-IRA at Janus Henderson.