Forms and Applications

Name of form or application	Description
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 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.
Inheriting an Individual Account without TOD Beneficiaries	Use these forms to assist you in claiming assets for an estate when a beneficiary has not been named, or to claim assets for a named trust beneficiary, due to the death of the account owner.
Inheriting an IRA - Entity Beneficiary	Use this form to establish an account when the original IRA owner is deceased and an entity such as the decedent's estate, a trust or a corporation/business entity has been designated as the beneficiary. Each beneficiary must complete a separate claim form.
Inheriting an IRA - Individual 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.
IRA Beneficiary Claim Form - Estate Beneficiary	Use this form to establish an account when the original IRA owner is deceased and the Estate has been designated as the beneficiary.
IRA Beneficiary Claim Form - Trust Beneficiary	Use this form to establish an account when the original IRA owner is deceased and a Trust has been designated as the beneficiary.
IRA Disclosure Statement	Read the complete details before establishing a Traditional IRA, Roth IRA or SEP-IRA at Janus Henderson.
IRA Distribution Form	Use this form to request a one-time or reoccurring automatic redemption (including Required Minimum Distributions) from your Janus Henderson IRA.
IRA Distribution Form	DocuSign Form, Use this form to request a one-time or reoccurring automatic redemption (including Required Minimum Distributions) from your Janus Henderson IRA.
Legal Name Change Form	Update the name on your account due to a legal name change (e.g. marriage or divorce).