Applications and Forms

New Account Applications

This form may be used to establish a new non-retirement account.
Account Application

Beneficiary Relationship Form – For Inherited IRAs

This form is required to identify your beneficiary relationship with the original IRA/ROTH IRA owner when opening a new Inherited IRA.

Beneficiary Relationship Form – For Inherited IRAs

To help the government fight financial crime, federal regulation requires certain financial institutions to obtain, verify, and record information about the beneficial owners of legal entity customers.

Beneficial Owner Legal Entity Form

This packet includes the Traditional IRA Plan Disclosure Statement and Custodial Agreement.

Traditional IRA Disclosure Statement & Custodial Agreement

This packet includes the Roth IRA Plan Disclosure Statement and Custodial Agreement.

Roth IRA Disclosure Statement & Custodial Agreement

This form may be used to establish a new Traditional Individual Retirement Account (IRA), Rollover IRA, Roth IRA, or SEP IRA.

IRA Application

This packet includes the SIMPLE IRA Disclosure Statement and Custodial Agreement

SIMPLE IRA Disclosure Statement & Custodial Agreement

This form may be used to establish a new SIMPLE IRA account.

SIMPLE IRA Application

This packet includes the Coverdell ESA Disclosure Statement and Custodial Agreement.

Coverdell ESA Disclosure Statement & Custodial Agreement

This form may be used to establish a new Coverdell Education Savings Account (ESA).

Coverdell ESA Application

This form may be used for net asset value purchases. The criteria to be eligible to purchase shares of First Eagle Funds at net asset value is outlined in this form and detailed in the Prospectus.

NAV Application

Account Maintenance / Transactions

Transfer on Death Form

This form may be used to add or update the beneficiary(ies) on your non-retirement account.

Transfer on Death Form

This form may be used to change the ownership or transfer shares from an existing non-retirement account into a new or existing non-retirement account

Change of Account Ownership Form

This form may be used to redeem shares from non-IRA accounts.

Non-IRA Redemption Form

This form may be used to request a Required Minimum Distribution from your retirement account.

Required Minimum Distribution Form

This form may be used to request a distribution from your retirement account.

IRA Distribution Form

This form may be used to request a distribution from your inherited IRA account.

Inherited IRA Distribution Form

This form may be used to add or change a beneficiary designation on your IRA account.

IRA Beneficiary Form

This form may be used to effect a direct transfer to a First Eagle Funds Individual Retirement Account (IRA) from an IRA with another custodian or a direct rollover from a Qualified Plan.

IRA/Roth Transfer Form

This form may be used to effect a direct transfer to a First Eagle Funds SIMPLE IRA from a SIMPLE IRA with another custodian.

Simple IRA Transfer Form

This form may be used to effect a direct transfer to a Coverdell Education Savings Account (ESA) from a Coverdell ESA with another custodian.

Coverdell ESA Transfer Form

This form may be used for existing accounts to adopt changes to any of the following:

  • Dividend and Distribution Options
  • Name Changes
  • Telephone Purchase, Exchange and Redemption Options
  • Banking Information
  • Automatic Investment Program
  • Automatic Exchange
  • Systematic Withdrawal Plan
  • Electronic Delivery of Statements, Annual/Semi-Annual Reports and Prospectuses and Confirmations
  • Letter of Intention
  • Rights of Accumulation
  • Interested Parties/Additional Mail
  • Cost Basis Election
Special Options Form