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. 

In addition we now offer the ability to open an account online through our online account access portal.  

Open an Account Online

AMG Funds Account Applications

Regular Account Traditional and Roth Individual Retirement Account Coverdell Education Savings Account Simple Individual Retirement Account AMG Pantheon Fund Subscription Package-Non Brokerage AMG Pantheon Fund Subscription Package-Brokerage

AMG Funds General Forms

Account Maintenance Form Automatic Investment Plan Form Automatic Withdrawal Form Exchange Request Form Investment Stub IRA Transfer of Assets/Direct Rollover Form 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)

Tax Information

2016 Shareholder 1099 Tax Information Turbo Tax Forms

Have A Question?

Contact Our Investor Service Team with Any Questions

800.548.4539
  Back To Top