Your
Goals
Forms and Applications
| Name of form or application | Description |
|---|---|
| 2025 Investment Bonus Contract | Complete this form to sign up for the Janus Henderson Investment Bonus Program. |
| 2025 Rollover/Transfer Bonus Contract | Complete this form to sign up for the Janus Henderson Rollover/Transfer Bonus Program. |
| 529 Qualified Tuition Program (QTP) to Roth IRA Rollover Form | Use this form to roll over assets from your 529 Qualified Tuition Program (QTP) to a Roth IRA at Janus Henderson. |
| Account Preferences Change Form | Use this form to add or change account preferences and options on your existing Janus Henderson account. |
| Add a Conservator or Guardian to an Account | Use this form to establish a Conservator or Guardian on a Janus Henderson Account |
| Add an Authorized Trader to a Corporate Account | Use this form to authorize individuals to trade on a corporate/other entity account at Janus Henderson. |
| Add-A-Fund Form | Add a new fund to an existing account at Janus Henderson. |
| Add/Change the Beneficiary on a Coverdell ESA | Use this form to add/change a beneficiary on a Coverdell ESA Account. |
| Add/Update Bank Information | Used to add electronic purchase and redemption options on your existing Janus Henderson account. |
| Add/Update Bank Information | DocuSign Form - Use this form to add electronic purchase and redemption options to your existing Janus Henderson Account(s). |
| Add/Update Beneficiary Form | Use this form to update your beneficiaries on your Individual or Joint non-retirement account, Roth IRA, SEP IRA or SAR SEP IRA. |
| Add/Update Beneficiary Form | DocuSign Form - Use this form to update your beneficiaries on your Individual or Joint account. |