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Applications & Forms
Forms and applications require Adobe Acrobat Reader, which is available free by clicking here.* Please send all forms and applications to:
  Regular Mail
Firsthand Funds
P.O. Box 9836
Providence, RI 02940-8036
  Overnight Mail
Firsthand Funds
101 Sabin St.
Pawtucket, RI 02860
If you would like copies of any of these forms mailed to you, or if you have any other questions, please call Shareholder Services toll-free at 1.888.884.2675.
Before downloading or completing an IRA application or prospectus, please click here to read the Custodian's privacy notice. Once you have read the notice, use the back button on your browser to return to this page. You may also click here to view Firsthand's privacy policy.
Regular Accounts and Account Changes
Account Application
Account Services Form
Name Change Request
Transfer on Death Beneficiary
 
Coverdell Education Savings Accounts (CESAs)
CESA Application
CESA Rollover Certification
CESA Transfer of Assets
CESA Withdrawal Authorization
Investment Retirement Accounts (IRAs)
Traditional/Roth IRA Application
IRA Conversion (External)
IRA Conversion (Internal)
IRA Designation of Beneficiary
IRA Distribution
IRA Recharacterization
IRA Required Minimum Distribution
IRA Rollover Certification
IRA Transfer of Assets/Direct Rollover
 
403(b) Accounts
403(b) Disclosure
403(b) Distribution
 
 
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