Account Forms

Individual & Joint Account

Use this form to open a new non-retirement account or non-entity account

Trust & Business Account

Use this form to open a new trust and business account

IRA Account

Use this form to open an individual retirement account

SIMPLE IRA Account

Use this form to open a Savings Incentive Match Plan for Employees (SIMPLE) individual retirement account

Individual Retirement Custodial Account Agreement

This form must be downloaded with any Traditional IRA Account Application and is a required disclosure agreement

Roth IRA Custodial Account Agreement

This form must be downloaded with any Roth IRA Account Application and is a required disclosure agreement

SIMPLE IRA Custodial Account Agreement

This form must be downloaded with any SIMPLE IRA Account Application and is a required disclosure agreement

Appointment of Financial Professional

Use this form to authorize one or more financial professionals to give ProFunds instructions on your behalf for transactions in your account

Authorized Trader Designation

For Financial Professionals: Use this form to authorize traders or personnel to execute transactions on behalf of your firm

Transfer

Use this form to have your non-retirement accounts transferred to ProFunds

IRA Transfer or Direct Rollover Request

Use this form to have your traditional IRA, Roth IRA, SIMPLE IRA or employer-sponsored retirement plan transferred to ProFunds

Account Withdrawal Form

Use this form to request a withdrawal from your non-retirement ProFunds account or from an inherited non-retirement account.

IRA Distribution Form

Use this form to request a distribution from your ProFunds IRA, including a required minimum distribution (RMD) or from an inherited retirement account.

Account Options

Use this form to add wire/ACH instructions to an existing ProFunds account or to establish automatic account options

Check Writing Signature

Use this form to set up checkwriting privileges from the Government Money Market ProFund in a ProFunds' account

Transfer on Death Supplemental Registration

To be completed only for transfer on death registrations

Designation of Beneficiary for Retirement Plan Accounts

Use this form to add or change designated beneficiaries for you ProFunds retirement plan account

SimpleI RA Contribution Transmittal Form

Use this form for subsequent contributions to a SIMPLE IRA ProFunds account

Cost Basis Election

Use this form to update the cost basis method on your non-retirement ProFunds account

FAQs on cost basis (PDF)