Forms and Applications

Name of form or application	Description
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.
Qualified Retirement Plan Contribution Form	Use this form to make a contribution to a Profit Sharing Plan or Money Purchase Pension Plan in a new or existing account.
Qualified Retirement Plan Distribution Form	Use this form to request a distribution from your qualified retirement account. Please do not use this form to request a distribution from an IRA or 403(b)(7).
Re-Register a Joint Non-Retirement Account	Use these forms to add a new owner(s) to an joint account or transfer a joint account to a new owner(s).
Re-Register a Minor Custodial Account	Change a custodial account into an individual account when the minor reaches the age of legal termination.
Re-Register a Non-Retirement Account to a Trust	Re-Register a Non-Retirement Account to a Trust
Re-Register an Individual Non-Retirement Account	Use these forms to add a new owner(s) to an individual account or transfer an individual account to a new owner(s).
Inheriting a Trust Account – Deceased Trustee	Use this form to change ownership from a deceased trustee on a trust account.
Recharacterize an IRA Contribution or Conversion	Change your existing IRA contribution from one type of IRA to another (such as from a Traditional IRA to a Roth IRA or vice versa).
Referral Contract	Complete this form to sign up for the Janus Henderson Referral Program.
Share Conversion/Transfer Form	Use this form to transfer your retirement or non-retirement Janus Henderson fund(s) held at another institution to Class D Shares held directly at Janus Henderson.