Applications & Forms
*Only use these forms to open a direct account with Arrow Funds

Title Description PDF

Individual, Joint, UGMA, Trust, Corporation and Association/Partnership Accounts
This form is also used to open an account for SOME self-directed retirement plans. An Appointment of Financial Professional form is also included. This form should NOT be used to open any type of IRA account.

IRA, rollover IRA, ROTH and SEP Accounts
This booklet should not be used to open any other type of account.

Simple IRA Account
This booklet should not be used to open any other type of account.

403(b) Account
The booklet also includes Appointment of Financial Professional and 403(b) Transfer request forms. This booklet should not be used to open any other type of account.

Education Saving Account
This booklet should not be used to open any other type of account.

Non-Qualified Transfer of Assets Form

Individual Retirement Transfer of Assets Form
Complete this form to transfer assets directly to a new or existing Arrow Funds IRA, convert from a Traditional IRA to a Roth IRA, transfer from an existing Roth IRA, or roll over a Roth IRA.