Forms and Applications

Name of form or application	Description
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.
Add/Update Bank Information	Used to add electronic purchase and redemption options on your existing Janus Henderson account.
Address Verification Form	Use this form to verify your current mailing address.
Application for a Corporate Account	Establish a corporate or other entity account at Janus Henderson.
Application for a Coverdell ESA Account	Establish a new Coverdell Education Savings Account at Janus Henderson.
Application for a Minor Custodial Account	Establish a custodial account for a minor (Uniform Gift/Transfer to Minor Account) at Janus Henderson.
Application for a Trust/Estate Account	Establish a new trust or estate account at Janus Henderson.
Application for an Individual or Joint Non-Retirement Account	Establish a regular (non-retirement) account at Janus Henderson.
Application for an IRA Account	Establish a Traditional IRA, Roth IRA or SEP-IRA account at Janus Henderson.
Authorization to Convert a Non-Janus Henderson IRA to a Janus Henderson Roth IRA Form	Convert your Traditional IRA from another institution directly to a Roth IRA at Janus Henderson.
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 at Janus Henderson.