| A | B |
|---|
| Full Service Options | Clients use this form to add services to their accounts. It allows investors and their financial professional to conduct business by telephone, fax or in writing. |
| IRA Designation of Beneficiary | Allows clients to designate primary or secondary bene's for their ACI retirement accounts. |
| Investment Advisor Services | Used only by investment advisors for accounts investing in any of the investment companies in ACI. |
| Investor Services for Bank and Trust Companies | This form establishes convenient telephone inestment, exchange or redemption services for your accounts invested in any of the investment companies in ACI. |
| Request to Transfer to ACI | Use this form to transfer from an account held with another firm or custodian to an ACI account. |
| W-8BEN | Certificate of Foreign Status of Beneficial Owner for US Tax Withholding |
| W-9 | Request for Taxpayer Identification Number and Certification |
| Application for Bank and Trust Companies | For use only by banks, trust companies nominees, TPA or other institutional investors. |
