For Individual Investors in the US

Forms and Applications

25-36 of 61 results
Name of form or application Description
Coverdell ESA Disclosure Statement Read the complete details before establishing a Coverdell Education Savings Account at Janus Henderson.
Coverdell ESA Transfer Form 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.
Direct Rollover Kit with Roth IRA Option 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 Use this form to establish the checkwriting option for any of the Money Market Funds.
Establish an AIP/Payroll Deduction Form Set up automatic investments from your bank account directly into your Janus Henderson account.
Generic Investment Slips Use these handy investment stubs to invest in an existing account (regular or retirement).
Inheriting a Roth IRA - Entity 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 Joint Account with a Deceased Owner Use this checklist to assist you in changing ownership of assets due to the death of a joint owner on your existing non-retirement account.
Inheriting an IRA - Entity Beneficiary Use this form to establish an account when the original IRA owner is deceased and an Entity (charity, religious organization, etc.) has been designated as the beneficiary.
Inheriting a Trust Account – Deceased Trustee Use this form to change ownership from a deceased trustee on a trust account.
Inheriting an Individual Account with TOD Beneficiaries Use this form to establish an account when the original owner is deceased and you have been designated as the beneficiary. Each beneficiary must complete a separate claim form.