Before you invest or send money, you must carefully review the current prospectus or summary prospectus for the fund(s) in which you are investing.

For the following accounts:

• Individual or Joint
• Gift/Transfer to Minor (UGMA/UTMA)

For the following accounts:

• Foundation
• Endowment
• Non-profit Organization
• Corporation
• Limited Liability Company
• Partnership
• Trust
• Estate
• Sole Proprietorship
• Retirement Plan governed by ERISA
• Financial Institution governed by a federal regulator
• Bank governed by state bank regulator
• Government entity or Government Plan

For the following accounts:

• Education Savings Account
• Rollover an existing Education Savings Account
• Transfer an existing Education Savings Account

In order to transfer your Education Savings Account directly from another custodian, you must also complete an Artisan Partners Education Savings Account Transfer Form.

IRA Account Application
For the following accounts:

• Traditional IRA (Rollover, Transfer, SEP-IRA, SARSEP, Inherited IRA)
• Roth IRA (Rollover, Transfer)
• Recharacterized Contribution

To transfer an existing IRA you must also complete an Artisan Partners Funds IRA Transfer Form.

Transfer Traditional IRA, Roth IRA, Rollover IRA or SEP-IRA assets to an Artisan Partners Funds IRA from your current custodian.

IMPORTANT: For a direct rollover from an employer-sponsored retirement plan, do not use this form. Simply check the correct box on the Artisan Partners Funds IRA Account Application.

Designate or change the beneficiary(ies) for your Traditional IRA, Roth IRA, or SEP-IRA account. 

Request a distribution from your Artisan Partners Funds Traditional or Roth IRA account. Do not use this form for an IRA conversion.

Request a distribution as beneficiary of a deceased holder of an Artisan Partners Funds Traditional or Roth IRA account.

An IRA conversion is a reportable movement of IRA assets (e.g., traditional, inherited, spousal, SEP IRA) to a Roth IRA. Use this form to convert your Artisan Partners Funds IRA. Do not use this form for an IRA Recharacterization. 

Transfer Education Savings Account assets to an Artisan Partners Funds Education Savings Account from your current custodian.

Redeem shares from your Artisan Partners Funds non-IRA account. Do not use this form to request a distribution from any type of Artisan Partners IRA account.

To be used to designate/change beneficiaries for your individual or joint tenant account in the Artisan Partners Funds. Do not use this form to designate a beneficiary for any type of Artisan Partners Funds IRA account.

Add or change the options on your account, such as:

• Account Address
• Bank Account
• Cost Basis Method
• Distribution Options
• Telephone Redemption
• Telephone Purchase
• Systematic Withdrawal Plan (SWP)
• Automatic Investment Plan (AIP)
• Name Change

Make a gift or transfer shares to an individual or a non-profit organization.

Add or change the beneficial owner certification on your entity type account.