Form Type: IRA

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