Literature & Forms

Find the information, forms and applications you need to open an account or manage changes to your accounts. You can view information online, download and print a document, or request that it be mailed to you. If you have any questions, contact us.

  
Account Applications
Westcore New Account Application - Retail Class 
Westcore New Account Application - Institutional Class
Westcore IRA Account Application - Retail Class 
Westcore IRA Account Application - Institutional Class
Westcore Coverdell Education Savings Account Account Application


Account Maintenance Forms

Account Options Form
Additional Investment Form
Automatic Investment Form
Distribution Options Form
Transfer on Death Registration Form


IRA Forms

IRA Transfer of Assets Form
IRA Additional Investment Form
IRA Distribution Request Form
IRA Change of Beneficiary Form
Authorization to Convert to Traditional IRA
Authorization to Recharacterize a Contribution
IRA Acknowledgement of Disability Form
SEP Contribution Form


Coverdell Education Savings Forms

Coverdell Educations Savings Transfer of Assets Form


An investment in the BlackRock Money Market Portfolio is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.  Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.

The BlackRock Money Market Portfolio is distributed by BlackRock Investments, Inc. and is not affiliated with ALPS Distributors, Inc.