Your brokerage account statement "keeps score" of your investments and reports all transactions during the statement period. Please complete the attached Putnam mutual fund account application to establish one of the registration types below.J.P. Morgan account application forms, account service request forms, and Coverdell ESA forms are available to download here. Complete this application to set up a new mutual fund account for any Morgan Stanley Fund. Statements, confirmations, prospectuses, and shareholder reports are available online for your convenience. Financial professionals can view, download or order sales literature, as well as account applications and account related forms. Find the form you need for your Nationwide mutual fund, including IRAs. Account options form for all accounts. The below forms are for Franklin Templeton funds. Do NOT use these forms for Western Asset Money funds. General.