Forms
- 403(b) Plan Distribution Form
Request a distribution from your 403(b)
- Account Application – Institutional Shares
- Account Application – Retail Shares
- Account Application – Retirement Shares
- Address Change Form
Change the address of record on your account
- Automated Investment Plan Application
Activate automatic investment privileges
- Banking Instructions
Add or update the banking instructions on your account
- Beneficiary Update
Change designated beneficiary
- Change of Broker/Dealer Form
Change the broker/dealer of record on your account
- Cost Basis Accounting Method Update Form
Update the Cost Basis Accounting Method on Your Thornburg Account.
- Coverdell Education Savings Account Distribution Request Form
Request a distribution from the Thornburg Coverdell Education Savings Account (Coverdell ESA)
- Fund Redemption
Redeem funds by mail
- Individual Retirement Account Distribution Request Form
Redeem funds from your IRA
- IRA – Coverdell Education Savings Account Information and Application
- IRA – Regular Account Information and Application
- IRA – Simple Account Information and Application
- Legal Entity Beneficial Ownership Certification Form
Open an account for a legal entity
- Name Change Form
Change your name
- Prospectus Supplement: Singapore Supplement to the Application Form
- Redemption Request Form
- Registration Change Form
Change account registration
- Shareholder Letter of Intent
Letter of intent for reduced sales charges
- Subscription Request Form
- Systematic Exchange Form
Authorize systematic exchanges
- Systematic Withdrawal Plan Application
Activate systematic withdrawal
- Telephone Redemption
Apply for telephone redemption privileges
- Thornburg Operations Contacts
- Thornburg Wiring Instructions
Transfer agent wiring instructions
- Transfer Authorization Form/Account Re-Registration Form
Authorize the transfer and identify the account from which the shares will be transferred
- Transfer on Death Registration Form
Adding transfer on death registration to an existing account
- Trusted Contact Form
Designate someone whom Thornburg may contact in case of emergency or incapacity
- UCITS Application Form
- UTMA/UGMA Account Transfer Form
Re-register a Thornburg UTMA/UGMA account to a former minor
- W9
From the IRS—to certify a tax ID number
