Forms and Applications

Name of form or application	Description
2022 Investment Bonus Contract	Complete this form to sign up for the Janus Henderson Investment Bonus Program.
2022 Rollover/Transfer Bonus Contract	Complete this form to sign up for the Janus Henderson Rollover/Transfer Bonus Program.
2023 Investment Bonus Contract	Complete this form to sign up for the Janus Henderson Investment Bonus Program.
2023 Rollover/Transfer Bonus Contract	Complete this form to sign up for the Janus Henderson Rollover/Transfer Bonus Program
403(b)(7) Beneficiary Form	Use this form to add or change beneficiaries on your 403(b)(7) account(s).
Account Preferences Change Form	Use this form to add or change account preferences and options on your existing Janus Henderson account.
Add a Conservator or Guardian to an Account	Use this form to establish a Conservator or Guardian on a Janus Henderson Account
Add a New Participant or Update Beneficiaries on a Qualified Retirement Plan	Use this form to set up or add new participants to your plan, or to change the beneficiary designation for an existing participant's account.
Add an Authorized Trader to a Corporate Account	Use this form to authorize individuals to trade on a corporate/other entity account at Janus Henderson.
Add-A-Fund Form	Add a new fund to an existing account at Janus Henderson.
Add/Change the Beneficiary on a Coverdell ESA	Use this form to add/change a beneficiary on a Coverdell ESA Account.
Add/Change the Beneficiary on a Non-Retirement Account	Use this form to update your Transfer on Death beneficiaries on your non-retirement account.