Download Forms and Applications

To open an Amundi US account, print the appropriate application, complete it and any additional required forms and documentation according to the instructions on the application, sign it, and mail it and a check to Amundi US at:

Regular mail:
Amundi US
PO Box 534427
Pittsburgh, PA 15253-4427

Overnight mail:
Amundi US
Attention 534427
500 Ross Street, 154-0520
Pittsburgh, PA 15262

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Important Information Regarding the USA PATRIOT Act

Non-Retirement

Type

Name

Download Form

Description

application

Account Application for Individuals

"All Funds App." Use this application to establish an individual, joint tenant, uniform transfer/gift to minors ("UTMA" or "UGMA"), attorney-in-fact, guardianship, or conservatorship account.

application

Account Application for Legal Entities and Institutions

Use this application to establish a new account for a corporation, trust, estate or other organization.

account options

Account Options Form

Add, change or cancel non-retirement account options.

application

Coverdell Education Savings Account (ESA) Application Kit

Includes Coverdell ESA Disclosure Statement, Custodial Account Agreement & Privacy Notice 

withdrawal

Coverdell ESA Withdrawal Authorization Form

Use to request a withdrawal from your Coverdell ESA account 

withdrawal

Redemption Form

Use to request a withdrawal from your account (for account holders and beneficiaries).

rollover / transfer

Transfer Form

Use to transfer ownership of shares from your non-retirement account at Amundi US to another person/entity.

beneficiary

Beneficiary Transfer on Death (TOD) Registration Request

Includes FAQs. Designate a beneficiary for non-retirement accounts.

information guide

Information Guide for Deceased Shareholders

General instructions for requests related to deceased shareholders (non-retirement)

certification

Beneficial Ownership Certification Form for Legal Entities and Institutions

Use this form to provide identifying information for the individual beneficial owners of the organization or legal entity.

authorized trader

Authorized Trader Designation for Corporate, Partnership or Other Entity Accounts

Use this form to appoint one or more Authorized Traders or “Account Information Only” access individuals to an account, or to change a current Authorized Trader Designation.

reregistration

UGMA/UTMA Reregistration Request

Use this form to reregister an UGMA/UTMA account of a former minor at Amundi US

Please consider each fund's investment objectives, risks, charges and expenses carefully before investing. The prospectus (or summary prospectus, if available) contains this and other information about each fund and should be read carefully before investing or sending money. To obtain a prospectus (or summary prospectus, if available) and for other information on any Amundi US fund, contact your financial professional by calling 1-800-225-6292 or visit our download literature page .

Completing the Fillable Form

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After completing the form, print the fillable form.

All forms and applications are in Adobe® Acrobat format. To view the files, your computer must be equipped with the Adobe® Acrobat Reader. This program is available for free from Adobe.

Before investing, consider the product's investment objectives, risks, charges and expenses. Contact your financial professional or Amundi US for a prospectus or summary prospectus containing this information. Read it carefully. To obtain a free prospectus or summary prospectus and for information on any Pioneer fund, please download it from our  literature section.

Securities offered through Amundi Distributor US, Inc.
60 State Street, Boston, MA 02109
Underwriter of Pioneer mutual funds, Member   SIPC.   

Not FDIC insured | May lose value | No bank guarantee Amundi Asset Management US, Inc.  Form CRS         Amundi Distributor US, Inc.  Form CRS