Get instant access to the forms you need. Please view the list of forms below. These forms can be completed online, printed, and faxed to 267 256-8992. You may also mail a printed copy to the address listed on the form.
Please note: Delaware Investments strongly suggests that you speak with your financial advisor before making any change to your account.
Financial advisors: Delaware-Lincoln ChoicePlusSM account applications and forms are listed on the LFD Web site.
To open a new mutual fund account with:
-
Dividend/Capital Gain Distributions Payment Method
-
Automatic Investing Plan
-
Systematic Withdrawal Plan
-
On Demand (Invest/Redeem by Phone)
-
Bank Account Information
-
Check Writing
-
Wealth Builder
-
Reduced Sales Charges: Qualifying Programs
Download the mutual fund account application forms (656K).
To add or change any of the services above on your existing accounts, download the account services form (94K).
New Non-Retirement Account Redemption Authorization form
New Non-Retirement Account Transfer Authorization form
Individual Retirement Account (IRA) forms
All the forms you need to:
-
Open a Delaware Investments Traditional, Roth, or Beneficiary IRA
-
Make a direct rollover from a retirement plan to an IRA
-
Transfer or consolidate your existing IRAs with Delaware Investments
-
Convert a Traditional IRA to a Roth IRA
Download the IRA forms booklet, or call our shareholder service center at 800 523-1918 weekdays, 8 a.m. through 7 p.m. Eastern time.
|
