Call Us: 1.888.884.2675
Invest Direct
Invest With a Broker
Request an Investor Kit
Find a Financial Advisor
Mutual Fund Basics
Saving for College
Planning for Retirement
Glossary
 
Adjust Font
 - 
 + 
Applications
Applications
Forms and applications require Adobe Acrobat Reader, which is available free by clicking here.
Account Application
  
Print
Account Services Form
  
Print
Change of Name Request
  
Print
Investment Retirement Accounts (IRAs)
    
   IRA Application
Online/Print
   IRA Direct Rollover
  
Online/Print
   IRA Designation of Beneficiary
  
Online/Print
   IRA Distribution
  
Online/Print
   IRA Rollover Certification
  
Online/Print
   IRA RMD Form
  
Print
   IRA Transfer
  
Online/Print
Roth Investment Retirement Accounts (Roth IRAs)
    
   Roth IRA Application
  
Online/Print
   Roth IRA Conversion
  
Online/Print
   Roth IRA Distribution
  
Online/Print
   Roth IRA Rollover
  
Online/Print
   Roth IRA Transfer of Assets
  
Online/Print
Coverdell Education Savings Accounts (CESAs)
    
   CESA Application
Online/Print
   CESA Designation of Beneficiary
  
Online/Print
   CESA Distribution
  
Online/Print
   CESA Rollover
  
Online/Print
   CESA Transfer of Assets
  
Online/Print
403(b) Accounts
    
   403(b) Distribution
Print
Please send all forms and applications to:
Firsthand Funds
P.O. Box 183120
Columbus, OH 43218-3120
For help on filling out the online version of an application, please visit our online application help page. 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, option 2.
 
© 2008, Firsthand Capital Management, Inc.
  Legal Notices & Privacy Policy
  Download Prospectus
  Firsthand Funds are distributed by ALPS Distributors, Inc.