Get Mutual Fund Application For New Accounts - Nationwide Financial

Filling out the Mutual Fund Application for New Accounts at Nationwide Financial online is a straightforward process that facilitates the establishment of your investment account. This guide offers detailed, step-by-step instructions to assist you in accurately completing each section of the application.

Follow the steps to complete your application online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the designated beneficiary's information in Section 1. This includes their full name, permanent street address (ensure it is not a P.O. Box), date of birth, and Social Security number. Also indicate if the beneficiary is a minor who should receive statements.
3. In Section 2, provide the responsible party's details. Include their name, permanent address, relationship to the designated beneficiary, Social Security number, date of birth, daytime phone number, and email address.
4. Choose the account type in Section 3. Options include Coverdell Education Savings Account, Qualifying Family Member’s CESA, or Transfer Account from another custodian.
5. In Section 4, select your e-delivery preferences. Indicate whether you wish to receive account statements, reports, and tax forms electronically, keeping in mind that an email address is required.
6. Section 5 requires you to indicate your investment choices. List the fund names, investment amounts, and share classes you wish to invest in.
7. Specify your distribution options for dividends and capital gains in Section 6, selecting either 'Reinvest' or 'Pay in cash'.
8. In Section 7, decide if you accept telephone and internet transaction capabilities. If you wish to decline these options, check the appropriate box.
9. Complete Section 8 if you wish to set up an Automatic Investment Plan (AIP), including the frequency of transfers and amounts.
10. If applicable, include your bank information in Section 9 for transactions related to AIP or electronic fund transfers.
11. Review all sections to ensure accuracy and completeness, then proceed to sign and date the application in Section 12.
12. Finally, save your changes, and choose to download, print, or share the form as needed.

Start your application process online today and set your financial future in motion.