Your
Goals
Forms and Applications
| Name of form or application | Description |
|---|---|
| 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). |
| Legal Name Change Form | DocuSign 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 No Signature Guarantee | Docusign Form - 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. |
| 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 for a distribution from your qualified retirement account |
| 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). |