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

 Cost Basis Election 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.