Forms & Applications

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 ADV Part 3: Form CRS

AMG Funds Account Applications

Regular Account Traditional and Roth Individual Retirement Account Simple Individual Retirement Account Coverdell Education Savings Account AMG Pantheon Fund Subscription Package AMG Pantheon Fund Subscription Package – Schwab AMG Pantheon Fund Follow-On Investment Form

AMG Funds General Forms

Account Maintenance Form Automatic Investment Plan Form Automatic Withdrawal Form Coverdell Education Savings Withdrawal Form Exchange Request Form Inherited IRA Distribution Request Form Investment Stub IRA Transfer of Assets/Direct Rollover Form IRA Inheritance Request Form (Non-spouse) IRA Inheritance Request Form (Spouse) ROTH IRA Conversion Form (Internal) ROTH IRA Conversion Form (External) Recharacterization Form (Internal) Recharacterization Form (External) Retirement Account Distribution Form Non-Retirement Account Distribution Form Required Minimum Distribution Form 403(B) Distribution Form SIMPLE IRA Distribution Request Form Transfer On Death Form Instructions For Death of a Shareholder Letter of Instruction (LOI) W-9 Form

Have A Question?

Contact Our Investor Service Team with Any Questions

800.548.4539

Frequently Asked Questions

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