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Applications & Forms
The Janus Advantage


 

Below are some of the more frequently requested applications and forms. If you are looking for one that is not listed, please contact us.

Please note: Effective July 6, 2009, Janus' direct investment platform is only available to existing Janus investors and their immediate family and household members.*

If you would like to purchase Janus funds but are not an existing Janus investor or their immediate family or household member, you may purchase our funds through a financial advisor, other third-party intermediary or brokerage platform.

Applications
Forms
Applications
Forms

Regular Application

Used to establish a regular (non-retirement) account at Janus.

Download Form

IRA Application

Used to establish a Traditional IRA, Roth IRA or SEP-IRA account at Janus.

Download Form

Direct Rollover IRA Form

Direct Rollover IRA Form used to assist with a direct rollover of a distribution from your prior employer's qualified retirement plan to a new or existing Janus IRA or Roth IRA.

Download Form | Initiate Online (must have an existing Janus account)

Trust/Estate Application

Used to establish a new trust or estate account at Janus.

Download Form

Custodial Application

Used to establish a custodial account for a minor (Uniform Gift/Transfer to Minor Account) at Janus.

Download Form

Coverdell ESA Application

Used to establish a new Coverdell education savings account at Janus.

Download Form

Corporate Application

Used to establish a corporate or other entity account at Janus.

Download Form

 

To review the disclosure statements and custodial account agreements for all IRAs and Education Savings Accounts at Janus.

Janus Universal IRA

Disclosure statement and custodial agreement.

Download Document

Coverdell Education Savings Account

Disclosure statement and custodial agreement.

Download Document

Add-A-Fund Form

Use this to add a new fund to an existing account at Janus.

Download Form (PDF)

IRA Transfer Form

Used to transfer an IRA from another institution to Janus. If opening a new Janus account to receive the transfer, also complete an IRA Application.

Download Form (PDF)

Direct Rollover IRA Form

Used to assist with a direct rollover of a distribution from your prior employer's qualified retirement plan to a new or existing Janus IRA or Roth IRA.

Download Form (PDF) | Initiate Online (must have an existing Janus account)

Authorization to Convert Form

Use this form if you would like to convert your Janus Traditional IRA to a Roth IRA at Janus.

Download Form (PDF)

Recharacterization Form

Use this form to move your IRA contribution or conversion from one type of IRA to another (such as from a Traditional IRA to a Roth IRA or vice versa).

Download Form (PDF)

Authorization to Convert a Non-Janus IRA Form

Use this form if you would like to convert your Traditional IRA from another institution directly to a Roth IRA at Janus.

Download Form (PDF)

Coverdell ESA Transfer Form

Used to transfer a Coverdell education savings account from another institution to Janus. If opening a new Janus account to receive the transfer, also complete a Coverdell ESA Application.

Download Form (PDF)

Invest In Your Existing Account Form

Use these handy investment stubs to invest in an existing account (regular or retirement).

Download Form (PDF)

Automatic Investment Program Enrollment Form

Use this form to setup automatic investments from your bank account directly into your Janus account. Just tell us your bank info, how often you'd like to invest and the amount. We'll take care of the rest.

Enroll Now | Download Form (PDF)

Automatic Payroll Deduction Enrollment Form

Use this form to setup Automatic Payroll Deductions or to make changes to an existing plan. Automatic Payroll Deductions enable you to invest in your existing Janus account(s) with a deduction taken directly from your paycheck.

Download Form (PDF)

Bank Options Form

Used to add electronic purchase and redemption options on your existing Janus account.

Download Form (PDF)

Trading Privileges Form

Use this form to authorize a person other than the account owner to trade on your Janus account.

Download Form (PDF)

Corporate/Other Entity Trading Privileges Form

Use this form to authorize individuals to trade on a corporate/other entity account at Janus.

Download Form (PDF)

 

Beneficiary Update Forms

Transfer on Death (TOD) Beneficiary Form

Use this form to update your Transfer on Death beneficiaries on your nonretirement account.

Download Form (PDF)

 

Change of Beneficiary Form

Use this form to update your beneficiaries on your retirement account.

Update Online | Download Form (PDF)

IRA Distribution Forms

 

IRA Distribution Form

Use this form to request a one-time distribution from your Janus IRA.

Download Form (PDF)

 

IRA Systematic Distribution Form

Use this form to request reoccurring automatic distributions (including required minimum distributions) from your Janus IRA. Do not use this form for a one-time distribution from your account.

Download Form (PDF)

 

Questions?

Call us at 800.525.3713

9 am to 6 pm Eastern Time (Mon to Fri)

Email Janus

Where to Send Forms

Address to Mail Documents and Forms:

Regular Mail
Janus
P.O. Box 55932
Boston, MA 02205-5932

Overnight or Certified Mail
Janus
30 Dan Road Suite #55932
Canton, MA 02021-2809

Please consider the charges, risks, expenses and investment objectives carefully before investing. Please see a prospectus , or if available, a summary prospectus containing this and other information. Read it carefully before you invest or send money.

*An immediate family member is defined as: parent, sibling, spouse, child, grandparent, aunt/uncle, niece/nephew, cousin, great-grandparent, or great-grandchild and the same relationships via marriage. Anyone residing in the same household of an existing Janus investor may also purchase Class D Shares.

Janus funds are offered only to US Citizens (or US Resident Aliens) residing in the United States or a US Territory, and the information on this Web site is intended only for such persons. Nothing on this Web site should be considered a solicitation to buy or an offer to sell shares of any Janus fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

If you're a non-US citizen or resident, please see the non-U.S. funds section of our site.

A IRA should be considered a long-term investment. IRAs generally have expenses and account fees, which may impact the value of the account. Non-qualified withdrawals may be subject to taxes and penalties. Maximum contributions are subject to eligibility requirements. Depending on your eligibility, you may not be able to contribute the maximum amount. For more detailed information about taxes, consult IRS Publication 590 or your tax adviser regarding your personal circumstance.

Janus Distributors LLC