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Forms Center

As a Westcore shareholder, you have access to the different forms necessary to make additions or changes to your account. Below are links to each of these forms online.

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Account Maintenance Forms:

Additional Investment Form For: Investing additional monies into your existing account
Account Options Form For: Adding or changing Automatic Investments
       Adding or changing Bank Instructions
       Adding Wire Information
       Adding Telephone and/or Online Transaction Privileges
      Adding Automatic Exchanges
      Adding or changing Systematic Withdrawals
Automatic Investment Form For: Adding or changing Automatic Investments
Distribution Options Form For: Changing Distribution Options
 

IRA Maintenance Forms:

IRA Additional Investment Form For: Investing additional monies into your existing IRA account
IRA Distribution Request Form For: Requesting Distribution(s) from your Westcore IRA Account
IRA Change of Beneficiary Form For: Changing Beneficiary
IRA/SEP Contribution Form For: Contributing to an IRA/SEP account
IRA Acknowledgement of Disability Form For: Acknowledging a Disability regarding your IRA account
Authorization to Convert a Westcore Traditional IRA For: Converting your exiting Westcore Traditional IRA to a new or existing Roth IRA
Authorization to Recharacterize a Westcore IRA Contribution For: Recharacterizing a contribution made to your existing Westcore IRA
 

Invest with Westcore Forms:

Funds Prospectus For: Learning about Westcore Funds
New Account Application For: Opening a new regular account with Westcore Funds
IRA Information Booklet For: Learning about IRAs
 Traditional IRA / Roth IRA Application For: Opening a new Traditional or Roth IRA with Westcore Funds
Traditional IRA / Roth IRA Transfer of Assets Form For: Transferring assets from an existing IRA from another custodian to a Westcore IRA
Coverdell Education Savings Account Information For: Learning about Education Savings
Coverdell Education Savings Account Application For: Opening a new Education Savings Account with Westcore Funds
Coverdell Education Savings Account Transfer of Assets Form For: Transferring assets from an existing Education Savings Account from another custodian to a Westcore Education Savings Account.
Annual Report For: An update on Westcore Funds and our Financials
Semi-Annual Report For: An update on Westcore Funds and our Financials
 

An investor should consider investment objectives, risks, charges and expenses of the Fund(s) carefully before investing. Click here for a prospectus, which contains this and other important information. Please read the prospectus carefully before investing.

Westcore Funds are distributed by ALPS Distributors, Inc.  

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