Forms and Applications
This page provides access to investment-related forms and applications, including account setup, transfers, and servicing documents.
Filter by:
-
Individual or Joint Non-Retirement Account Application
Establish an individual or joint non-retirement account.
-
IRA Application
Establish a Traditional IRA, Roth IRA or SEP IRA.
-
2026 Rollover/Transfer Bonus Contract
Roll over or transfer your eligible retirement accounts to a Janus Henderson Traditional, Roth, or SEP IRA and submit the 2026 Rollover/Transfer Bonus Contract to receive up to $2,500 towards your IRA and up to a 10% match on your 2027 IRA contributions.
-
Add/Update Your Beneficiaries
Update your beneficiaries on your Individual or Joint non-retirement account or your IRA.
-
IRA Distribution Form
Request a one-time or recurring automatic redemption (including Required Minimum Distributions) from your IRA.
-
Transfer an IRA from another Institution
Transfer an IRA from another institution to Janus Henderson. If opening a new Janus Henderson account to receive the transfer, also complete an IRA Application.
-
Transfer of Ownership Form
Change the ownership of an existing account or transfer ownership of shares to another account.
-
Add/Update Bank Information
Add electronic purchase and redemption options on your existing Janus Henderson account.
-
2026 Investment Bonus Contract
Make a qualifying purchase into your individual, joint, custodial, or trust account and submit the 2026 Investment Bonus Contract to earn your bonus.
-
Account Preferences Change Form
Add or change your redemption options or dividend/capital gain distribution options.
-
Add a Conservator or Guardian to an Account
Establish a Conservator or Guardian on a Janus Henderson account.
-
Add a New Fund
Add a new fund to an existing account.
-
Add an Authorized Trader to a Corporate Account
Use this form to authorize individuals to trade on a corporate or other entity account at Janus Henderson.
-
Add an Authorized Trader to an Account
Authorize a person other than the account owner to trade on your account.
-
Add/Change the Beneficiary on a 403(b)(7)
Use this form to add or change beneficiaries on your 403(b)(7) account.
-
Add/Change the Beneficiary on a Coverdell ESA
Add/change a beneficiary on a Coverdell ESA Account.
-
Address Verification Form
Verify the current mailing address on your account.
-
Certification of Beneficial Owner Form
This form must be completed by the person opening a new account on behalf of a legal entity.
-
Convert a Traditional IRA to a Roth IRA
Convert your Janus Henderson Traditional IRA to a Roth IRA.
-
Corporate Account Application
Establish a corporate or other entity account.
-
Cost Basis Election Form
Update the cost basis method for Covered Shares (shares purchased after January 1, 2012) in your non-retirement account.
-
Coverdell ESA Application
Establish a new Coverdell Education Savings Account.
-
Coverdell ESA Disclosure Statement
Read the complete details before establishing a Coverdell Education Savings Account at Janus Henderson.
-
Custodial Account for a Minor Application
Establish a custodial account for a minor.
-
Direct Rollover Kit
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.
-
Draft Signature Card
Establish the checkwriting option for any of the Money Market Funds in your non-retirement account.
-
Establish an Automatic Investment or Payroll Deductions
Set up automatic investments from your bank account into your Janus Henderson account or set up payroll deductions directly out of your paycheck into your Janus Henderson account.
-
Investment Slips
Use these handy investment stubs to invest in an existing account.
-
IRA Disclosure Statement
Read the complete details before establishing a Traditional IRA, Roth IRA or SEP IRA at Janus Henderson.
-
Legal Name Change Form
Update the name on your account due to a legal name change (e.g. marriage or divorce).
-
Letter of Instruction
Use this letter of Instruction to submit a written request to Janus Henderson.
-
Letter of Instruction with Signature Guarantee
Use this letter of instruction for requests requiring a signature guarantee.
-
Power of Attorney Form
Use this form to certify the validity and effectiveness of an existing Power of Attorney.
-
Qualified Charitable Distribution Form
Send a one-time redemption from your Janus Henderson IRA account to a qualified charitable organization.
-
Qualified Retirement Plan Contribution Form
Make a contribution to a Profit Sharing Plan or Money Purchase Pension Plan in a new or existing account.
-
Qualified Retirement Plan Distribution Form
Take a distribution from your qualified retirement account.
-
Recharacterize an IRA Contribution
Change your existing IRA contribution from one type of IRA to another (such as from a Traditional IRA to a Roth IRA or vice versa).
-
Required Minimum Distributions Form
Request a one-time or recurring automatic Required Minimum Distribution from your IRA.
-
Re-Register a Joint Non-Retirement Account
Use these forms to add a new owner to an joint account or transfer a joint account to a new owner.
-
Re-Register a Minor Custodial Account
Change a custodial account into an individual account when the minor reaches the age of legal termination.
-
Re-Register a Coverdell ESA
Remove the Responsible Individual from a Coverdell ESA when the Student reaches the age of majority.
-
Re-Register a Non-Retirement Account to a Trust
Use these forms to change the ownership of your non-retirement account to a trust.
-
Re-Register an Individual Non-Retirement Account
Use these forms to add a new owner to an individual account or transfer an individual account to a new owner.
-
Roll Over a 529 Qualified Tuition Program (QPT) to a Roth IRA
Roll over assets from your 529 Qualified Tuition Program (QTP) to a Roth IRA at Janus Henderson.
-
Share Conversion/Transfer Form
Transfer your retirement or non-retirement Janus Henderson funds held at another institution to Class D Shares held directly at Janus Henderson.
-
Transfer a Coverdell ESA from another Institution
Transfer a Coverdell Education Savings Account from another institution to Janus Henderson. If opening a new Janus Henderson account to receive the transfer, also complete a Coverdell ESA Application.
-
Trust/Estate Account Application
Establish a new trust or estate account.
-
Trusted Contact Form
Add a Trusted Contact to your account.