Applications & Forms

Applications

Document
Application for Individuals (Joint, Trust, Custodial)
Application for Businesses

Coverdell Forms

Document
Application for Coverdell Education Savings Account Please download the Coverdell Education Savings Account Disclosure and Custodial Agreement

Account Forms

Document
Non-Retirement Change of Ownership Form
Designation of Beneficiary Form
Account Service Form
Trusted Contact Form
Letter of Instruction Form
Cost Basis Change Form
Shareowner Change of Dealer Form
Broker Change of Dealer Form

403(b) Forms

Document
403(b) Distribution Request Form
403(b) Custodial Agreement

IRA Forms

Document
Roth IRA Conversion Form
IRA and ESA Transfer of Assets Form
Application for Individual Retirement Account (IRA) Please download one of the following disclosure and custodial agreements: Traditional IRA Disclosure Statement and Custodial Agreement Roth IRA Disclosure and Custodial Agreement Simple IRA Disclosure and Custodial Agreement
IRA Distribution Form
IRA Required Minimum Distribution Form
IRA Beneficiary Claim Form - Spouse
IRA Beneficiary Claim Form – Non-Spouse Individual
IRA Beneficiary Claim Form - Entity
IRA Deposit Form
UMB Bank Privacy Notice

Follow Davis Advisors

Before investing in Selected American Shares, you should carefully consider the investment objectives, risks, charges, and expenses of the Fund. The prospectus and summary prospectus contains this and other information about the Fund. You can obtain performance information and a current prospectus and summary prospectus by visiting selectedfund.com or calling 800.243.1575. Please read the prospectus or summary prospectus carefully before investing or sending money. Investing involves risks including possible loss of principal.

Shares of Selected American Shares are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including possible loss of the principal amount invested.

Davis Distributors, LLC, 2949 East Elvira Road, Suite 101, Tucson, AZ 85756