For Individual Investors in the US

Forms and Applications

13-24 of 61 results
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.