Duplicate Year End Statement and Tax Form Request (PDF). Form used to request copies of historical annual account statements and tax forms.If you provided parent information on the FAFSA, fill out both the student and parent sections below. For assistance completing this form, please contact shareholder services at 800.345. Investment account (money market, mutual funds, etc.) statements from the past 2 months. This policy does not apply to account statements. Complete if the organization is a section 501(c)(3) organization or a section. 4947(a)(1) nonexempt charitable trust. This Application Form should only be completed once you have read the current Prospectus. The terms included in this.