Forms and Applications

Name of form or application	Description
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 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 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.
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 (Joint)	DocuSign Form - Use this letter of Instruction to submit a written request to Janus Henderson for a Joint Account.
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.