Forms

Click on the appropriate link to view a mutual fund application. You must have Adobe Acrobat® Reader® installed on your computer.

Aberdeen Investment Funds Forms
 Before downloading, I hereby agree that I have read the prospectus and that I am a U.S. resident.
Aberdeen Investment Funds Mutual Funds Application
Aberdeen Investment Funds Mutual Fund Application for Institutional Investors
Aberdeen Investment Funds Coverdell Application
Aberdeen Investment Funds IRA Application
Aberdeen Investment Funds IRA Transfer of Assets Form
Aberdeen Investment Funds Direct Rollover Form
Aberdeen Investment Funds Custodial Account Agreement
Aberdeen Education Account Custodial Agreement
Account Services Forms
IRA Beneficiary Designation Form
IRA Beneficiary Distribution Form
IRA Distribution Form
Required Minimum Distribution Form – Retirement Accounts
Coverdell Savings Account Distribution Form
Letter of Instruction (LOI)
Transfer on Death Form (TOD)
Name Change Request Form
Account Maintenance Form
Cost Basis Election Form
Withdrawal 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 1-866-667-9231.

Completed forms should be mailed to:

By regular mail:

Aberdeen Investment Funds
PO Box 55930
Boston MA 02205-5930

By express or overnight service:

Aberdeen Investment Funds
30 Dan Road
Canton MA 02021

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.