For Individual Investors in the US

Forms and Applications

37-48 of 61 results
Name of form or application Description
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.
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.
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 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.
Required Minimum Distributions Form Complete this form to distribute your Required Minimum Distribution (RMD) at Janus Henderson.
Legal Name Change Form Update the name on your account due to a legal name change (e.g. marriage or divorce).
Letter of Instruction with No Signature Guarantee Use this letter of Instruction to submit a written request to Janus Henderson.
Letter of Instruction with Signature Guarantee Use this letter of instruction for requests requiring a signature guarantee.
Power of Attorney Form Use this form to certify the validity and effectiveness of an existing Power of Attorney.
Qualified Charitable Distribution Form Use this form to send a one-time redemption from your Janus Henderson IRA account to a qualified charitable organization.