Forms

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
Aberdeen Funds IRA Application
Aberdeen Institutional Account Application
Coverdell Education Savings Account Application
Aberdeen Funds Custodial Account Agreement
Aberdeen Funds IRA Transfer of Assets form
Aberdeen Funds Direct Rollover form
Aberdeen Education Account Custodial Agreement
Account Services Forms
IRA Beneficiary Designation Form
IRA Beneficiary Distribution Form
IRA Distribution Form
Required Minimum Distribution (RMD) Form - Retirement Account
Coverdall Education Savings Account Distribution Form
Letter of Instruction (LOI)
Transfer on Death (TOD) Form
Name Change Request Form
Sales Load Waiver Certification Form
Account Maintenance Form
Cost Basis Election Form
Non-Retirement Redemption Form

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 219534
Kansas City, MO 64121-9534

By express or overnight service:
Aberdeen Funds
430 W. 7th Street, Suite 219534
Kansas City, MO 64105-1407

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.