Forms and Applications

Name of form or application	Description
2020 Investment Bonus Contract	Complete this form to sign up for the Janus Henderson Investment Bonus Program.
2020 Referral Contract	Complete this form to sign up for the Janus Henderson Referral Program.
2020 Rollover/Transfer Bonus Contract	Complete this form to sign up for the Janus Henderson Rollover/Transfer Bonus Program.
Use this form to add or change beneficiaries on your 403(b)(7) account(s).	Use this form to add or change beneficiaries on your 403(b)(7) account(s).
Application for an Individual or Joint Non-Retirement Account	Establish a regular (non-retirement) account at Janus Henderson.
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-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.
Add/Change the Beneficiary on a Retirement Account	Use this form to update beneficiaries only for the following retirement account types: IRA, Roth IRA, SEP IRA or SAR SEP IRA.