Forms
Forms
403(b)(7) Custodial Account Agreement
This agreement provides important information about 403(b)(7) accounts.
IRS Form W-9 – Request For Taxpayer Identification and Certification
Use this form to correct or change the Tax ID number/Social security number that you
Investment Application: Class AAA Shares
Use this form to open an account in Class AAA shares of any of the
Investment Application: Class I Shares
Use this form to open a Gabelli IRA or SEP IRA account in Class I
Certification of Beneficial Owners
This form must be completed along with the Investment Application for new legal entity accounts.
Individual Retirement Account (IRA) Application – Class AAA Shares
Use this form to open a Gabelli IRA, or SEP IRA Account. This form can
IRA Beneficiary Transfer or Distribution Form
Use this form to establish a Beneficiary IRA or to receive a distribution from an
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.
Coverdell ESA Custodial Account Agreement
This agreement provides important information about Coverdell Education Savings Accounts
Gabelli Funds 403(b)(7) Account Application & Transfer Form
Use this form to open a 403(b)(7) account or transfer assets from an exisitng 403(b)(7)
W-8BEN
Certificate of Foreign Status of Beneficial Owner for US Tax Withholding (Rev. December 2000).
W-8EXP
Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding (Rev. December
