Ivy Funds - Forms

Forms

An account with Ivy Funds can only be opened through a registered financial advisor. Once you have established an account, you can continue to manage transactions through your financial advisor or directly with Ivy Funds. Following are a variety of forms to assist you in managing your existing account(s).

Note: In order to save any forms completed electronically, you must use Adobe Acrobat version 7 or higher. You can download the most recent version at www.adobe.com.

All Account Types

Automatic Investment Service (AIS) Form
Establish automatic investments into your existing account through electronic transfers from your checking or savings account.

Flexible Withdrawal Service (FWS) Form
Establish systematic withdrawals from your existing account distributed to you via regular check or money electronically deposited to your local bank account.

Dividend / Capital Gain Distribution Options Form
Establish or update dividends and capital gains distributions options.

Non-Retirement Accounts

Account Service Request Form
Use this form for a variety of account requests including redemption, address change, exchange, transfers and changes to distribution options.

IRA Accounts

Transfer Authorization Form
Transfer assets from an existing IRA to an Ivy Funds IRA.

Beneficiary Designation
Name or change primary and/or contingent beneficiaries.

Successor Beneficiary Designation
Name or change successor beneficiaries.

IRA Withdrawal Form
Use this form to request a distribution from your individual retirement account.

InvestEd 529 Plan Accounts

InvestEd Change of Investment Form
Change the investment strategy of your InvestEd account.

InvestEd Beneficiary Change Form
Change the beneficiaries on your InvestEd account.

InvestEd Withdrawal Form
Request a distribution from your InvestEd account.

InvestEd Transfer Request Form
Transfer assets from an existing 529 account to an InvestEd account.

Past performance is no guarantee of future results. The Ivy Funds are managed by Ivy Investment Management Company and distributed by its subsidiary, Ivy Funds Distributor, Inc. Waddell & Reed Financial, Inc., the ultimate parent company of Ivy Funds Distributor, Inc., acquired the investment advisor to the Ivy Funds in December 2002.

The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Ivy Funds distributed by Ivy Funds Distributor, Inc. and Waddell & Reed InvestEd Portfolios distributed by Waddell & Reed, Inc. are offered by prospectus only.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the Ivy Funds, call your financial advisor or click here. Please read the prospectus carefully before investing.