For Individual Investors in the US

Forms and Applications

13-24 of 65 results
Name of form or application Description
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.
Beneficiary Update Form Use this form to update your beneficiaries on your Individual or Joint non-retirement account, Roth IRA, SEP IRA or SAR SEP IRA.
Beneficiary Update Form (Individual) DocuSign Form - Use this form to update your beneficiaries on your Individual non-retirement account, IRA, Roth IRA, SEP IRA or SAR SEP IRA.
Beneficiary Update Form (Joint) DocuSign Form - Use this form to update your Transfer on Death beneficiaries on your Joint non-retirement 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 at Janus Henderson.