Forms & Applications

At AMG, we strive to make the investment process as easy and seamless as possible. As a result, the  account application forms below may either be filled in electronically or manually.

ADV Forms

ADV Part 2A

AMG Pantheon Fund Subscription Package and General Forms

AMG Pantheon Fund Subscription Package

AMG Pantheon Fund Follow-On Investment Form

AMG Pantheon Fund IRA Custodial Package

Broker Custodian Change Form

Transfer Exchange Form

Account Maintenance Form

AMG Account Applications

Regular Account

Traditional and Roth Individual Retirement Account

Simple Individual Retirement Account

Coverdell Education Savings Account

AMG General Forms

Account Maintenance Form

Automatic Investment Plan Form

Automatic Withdrawal Form

Coverdell Education Savings Withdrawal Form

Exchange Request Form

Instructions For Death of a Shareholder

Investment Stub

Letter of Instruction (LOI)

Non-Retirement Account Distribution Form

Transfer On Death Form

W-9 Form

AMG Retirement Account Forms

403(B) Distribution Form

Inherited IRA Distribution Request Form

IRA Inheritance Request Form (Non-spouse)

IRA Inheritance Request Form (Spouse)

IRA Transfer of Assets/Direct Rollover Form

ROTH IRA Conversion Form (External)

ROTH IRA Conversion Form (Internal)

Recharacterization Form (External)

Recharacterization Form (Internal)

Retirement Account Distribution Form

Required Minimum Distribution Election Form

SIMPLE IRA Distribution Request Form