Get Calvert Iras

This guide provides step-by-step instructions for completing the Calvert IRAs application online. It is designed to help users navigate through the form with ease, ensuring a clear understanding of each section and requirement.

Follow the steps to complete your Calvert IRAs application online.

1. Use the ‘Get Form’ button to access the Calvert IRAs application form. This will allow you to open the form in your chosen online document editor for completion.
2. Fill in your personal information in Part I-A. This includes your name, taxpayer ID number, residence and mailing addresses, daytime phone number, email address, date of birth, and, if applicable, date of death. Be sure to also indicate your U.S. citizenship status and any existing Calvert account numbers.
3. In Part II, specify your contribution information. Select the source of funds for your contribution and enter the applicable amounts and tax years.
4. Indicate your payment method in Part III. Choose whether you will be contributing by check, through your employer, or another method.
5. For investment selection in Part IV, specify the funds you wish to invest in, including the share class and allocation amounts. Make sure to meet any minimum investment requirements stated.
6. Designate your beneficiaries in Part V. Clearly indicate the name, relationship to you, share percentage, and any necessary taxpayer identification numbers for each beneficiary.
7. If your legal residence is in a community or marital property state, complete Part VI to obtain spousal consent for beneficiary designations.
8. If applicable, complete Part VII for automatic investment programs. Indicate your desired transfer amount, frequency, and type of bank account.
9. Designate your broker or financial advisor in Part VIII, entering the necessary contact details and firm information.
10. In Part IX, you may choose to utilize any rights of accumulation, listing the Calvert accounts you wish to combine for reduced sales charges.
11. Fill out Part X if you plan to enter into a letter of intent, specifying your intended investment over a 13-month period.
12. Sign and date Part XI to acknowledge the accuracy of the information provided and to agree to the terms and conditions of the application.
13. Upon completing the application, you can save any changes made, download, print, or share the form as needed.

Get started with your online Calvert IRAs application today!