At AMG Funds we strive to make the investment process as easy and seamless as possible. As a result, the new account application forms below are now designed to be filled in either electronically or manually. ADV Forms ADV Part 2A AMG Pantheon Fund Subscription Package and General Forms AMG Pantheon Fund Subscription Package AMG Pantheon Fund Follow-On Investment Form AMG Pantheon Fund IRA Custodial Package Broker Custodian Change Form Transfer Exchange Form Account Maintenance Form AMG Funds Account Applications Regular Account Traditional and Roth Individual Retirement Account Simple Individual Retirement Account Coverdell Education Savings Account AMG Funds General Forms Account Maintenance Form Automatic Investment Plan Form Automatic Withdrawal Form Coverdell Education Savings Withdrawal Form Exchange Request Form Instructions For Death of a Shareholder Investment Stub Letter of Instruction (LOI) Non-Retirement Account Distribution Form Transfer On Death Form W-9 Form AMG Funds Retirement Account Forms 403(B) Distribution Form Inherited IRA Distribution Request Form IRA Inheritance Request Form (Non-spouse) IRA Inheritance Request Form (Spouse) IRA Transfer of Assets/Direct Rollover Form ROTH IRA Conversion Form (External) ROTH IRA Conversion Form (Internal) Recharacterization Form (External) Recharacterization Form (Internal) Retirement Account Distribution Form Required Minimum Distribution Election Form SIMPLE IRA Distribution Request Form Have A Question? Contact Our Investor Service Team with Any Questions 800.548.4539 Frequently Asked Questions VISIT THE FORMS & APPLICATIONS FAQ Financial Markets Review Quarter in Review: Equity and fixed income market highlights READ FULL PERSPECTIVE