Forms and Applications

49-57 of 57 results
Name of form or application Description
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).
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.
Trading Privileges Form Use this form to authorize a person other than the account owner to trade on your Janus Henderson account.
Transfer an IRA from another Institution Transfer an IRA from another institution to Janus Henderson. If opening a new Janus Henderson account to receive the transfer, also complete an IRA Application.
Transfer of Ownership Form Change the ownership of an existing account or transfer ownership of shares to another account.