Forms and Applications

1-12 of 53 results
Name of form or application Description
Inheriting a Traditional/SEP IRA-Spouse Beneficiary Use this form to establish an account when the original IRA owner is deceased and you have been designated as the beneficiary. Each beneficiary must complete a separate claim form.
Inheriting a Trust Account – Deceased Trustee Use this form to change ownership from a deceased trustee on a trust account.
Inheriting a Roth IRA Use this form to establish an account when the original IRA owner is deceased and you have been designated as the beneficiary. Each beneficiary must complete a separate claim form.
Cost Basis Election Form Use this form to update the cost basis method for Covered Shares (shares purchased after January 1, 2012) on your non-retirement accounts held at Janus Henderson.
Direct Rollover Form Initiate a direct rollover of a distribution from your prior employer's qualified retirement plan to a new or existing Janus Henderson IRA or Roth IRA.
Account Application Establish a regular (non-retirement) account at Janus Henderson.
No Signature Guarantee Letter of Instruction Use this letter of Instruction to submit a written request to Janus Henderson.
Signature Guarantee Letter of Instruction Use this letter of instruction for requests requiring a signature guarantee.
2019 Rollover/Transfer Bonus Contract Complete this form to sign up for the Janus Henderson Rollover/Transfer Bonus Program.
2019 Investment Bonus Contract Complete this form to sign up for the Janus Henderson Investment 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).
Certification of Beneficial Owner of Legal Entity Customers This form must be completed by the person opening a new account on behalf of a legal entity.