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Click on the appropriate link to view a mutual fund application. You must have Adobe Acrobat® Reader® installed on your computer.
Aberdeen Funds Forms
Before downloading, I hereby agree that I have read the prospectus and that I am a U.S. resident.
Aberdeen Mutual Funds Application
PDF File
Aberdeen Funds IRA Application
PDF File
Aberdeen Institutional Account Application
PDF File
Coverdell Education Savings Account Application
PDF File
Aberdeen Funds Custodial Account Agreement
PDF File
Aberdeen Funds IRA Transfer/Rollover Form
PDF File
Account Services Forms
IRA Beneficiary Designation Form
PDF File
IRA Beneficiary Distribution Form
PDF File
IRA Distribution Form
PDF File
Required Minimum Distribution (RMD) Form - Retirement Account
PDF File
Coverdall Education Savings Account Distribution Form
PDF File
Transfer on Death (TOD) Form
PDF File
Affidavit of Domicile Form
PDF File
Name Change Request Form
PDF File
Sales Load Waiver Certification Form
PDF File
Account Maintenance Form
PDF File
Certain forms require either a notary public signature or a signature guarantee. These are not the same or interchangeable. Please refer to the individual document to determine which is required. Should you have any questions, please contact one of our representatives at 866-667-9231.
Completed forms should be mailed to:
By regular mail:
Aberdeen Funds
P.O. Box 183148
Columbus, OH 43218-3148
By Express or Overnight service:
Aberdeen Funds
3435 Stelzer Road, Suite 1000
Columbus, OH 43219
 
Please remember that the mutual funds described in this site are sold only to persons residing in the United States and are offered by prospectus only.