Investment Application: Class AAA Shares
Use this form to open an account in Class AAA shares of any of the Gabelli Funds. Do not use this for Closed-end funds or for IRAs. Use the IRA Application for opening IRA accounts.
Investment Application: Class I Shares
Use this form to open a Gabelli IRA or SEP IRA account in Class I shares. This form can also be used to open up a Roth IRA.
Certification of Beneficial Owners
This form must be completed along with the Investment Application for new legal entity accounts. For purposes of this form, a legal entity includes a corporation, limited liability company, partnership, and any other similar business entity.
SICAV Retail
SICAV Retail – Italy Only
SICAV Institutional
Individual Retirement Account (IRA) Application – Class AAA Shares
Use this form to open a Gabelli IRA, or SEP IRA Account. This form can also be used to open up a Roth IRA account.
IRA Beneficiary Transfer or Distribution Form
Use this form to establish a Beneficiary IRA or to receive a distribution from an IRA as a beneficiary.
Individual Retirement Custodial Account Agreement
This agreement provides important information about Individual Retirement Accounts
Roth Individual Retirement Custodial Account Agreement
This agreement provides important information about Roth IRAs
Coverdell Education Savings Account Application
Use this form to open a Coverdell Education Savings Account (formerly Education IRA).
Coverdell Education Savings Account Transfer Request Form
Use this form when transferring a Coverdell Education Savings Account from another institution.