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Applications & Forms

Online Account Applications
Complete and submit our applications online, simply [click here] and follow the instructions.


Download Applications
Select the following documents to view and download:

Purpose Form ID Form Name
NON-RETIREMENT ACCOUNTS   Application Bundle
Non-Retirement Accounts A New Account Application
Non-Retirement Accounts B Request for Transfer
Non-Retirement Accounts L Transfer on Death TOD Registration
Non-Retirement Accounts N Change in Registration
Non-Retirement Accounts O Successor Custodian Designation
COVERDELL INVESTOR PACKET   Investor Packet
Coverdell ESA A New Account Application
Coverdell ESA B Request for Transfer
Coverdell ESA C Distribution Withdrawal Request
Coverdell ESA D Designation or Change of Beneficiary
ROTH IRA INVESTOR PACKET   Investor Packet
Roth IRA A New Account Application
Roth IRA B Request for Transfer
SIMPLE IRA INVESTOR PACKET   Investor Packet
SIMPLE IRA A New Account Application
Traditional, SEP or SIMPLE IRA B Request for Transfer
SIMPLE IRA D 5304 & 5305 Article VI Withdrawal
SIMPLE IRA E Employee Notification & Salary Reduction
TRADITIONAL IRA INVESTOR PACKET   Investor Packet
Traditional or SEP IRA A New Account Application
Traditional, SEP or SIMPLE IRA B Request for Transfer
Traditional or SEP IRA C Request for Direct Rollover
403(b)7) CUSTODIAL PACKET   Investor Packet
403(b)(7) F Distribution Request
SPECIAL REQUESTS   Application Bundle
Retirement & Non-Retirement Accounts A Automatic Investment Plan
Retirement & Non-Retirement Accounts B Letter of Intent
Retirement & Non-Retirement Accounts C Donor Donee Transfer of Shares
Retirement & Non-Retirement Accounts D Systematic Portfolio Change
Retirement & Non-Retirement Accounts E Account for Minors
Retirement & Non-Retirement Accounts F Distribution Request
Retirement Accounts S Employer Sponsored Transmittal
Retirement Accounts T Change of Beneficiaries
Investing in a mutual fund may result in a loss of principal. Carefully consider the investment objectives, risks, charges and expenses before investing. A prospectus is available from the Fund or your financial professional that contains this and other more complete, important information. Please read it carefully before investing or sending money.  Distributed by Timothy Partners, Ltd.  Member FINRA.

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FOR BROKER/DEALER USE ONLY. By accessing this site, I represent that I am a registered investment adviser or representative, or an assistant to such a person. I will not access this website if that registration is withdrawn. Distributed by Timothy Partners, Ltd. Member FINRA.