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