Weitz Funds - Literature - Applications & Forms

Applications & Forms

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Applications

	Non-IRA Account Application - Value, Partners Value, Hickory, Partners III Opportunity, Balanced, Nebraska Tax-Free Income, Short-Intermediate Income and Government Money Market Funds

	IRA Account Application- Value, Partners Value, Hickory, Partners III Opportunity, Balanced, Short-Intermediate Income and Government Money Market Funds

Forms

IRA Transfer/Rollover Form - Initiate a transfer or rollover from an IRA or retirement plan at another financial institution to a Weitz Funds IRA account

IRA Withdrawal Statement - Initiate withdrawal from a Weitz Funds IRA account

IRA Designation of Beneficiary Form - Establish or change beneficiaries on a Weitz Funds IRA account

Automatic Investment Form - Establish an automatic investment into your Weitz Funds non-IRA account via ACH

Automatic Withdrawal Form - Establish an automatic withdrawal from your Weitz Funds non-IRA account via ACH

Gift Transfer of Shares Form - Gift shares to another person or entity

Account Application - If the recipient of the gifted shares does not have an account with Weitz, an application must be completed

Wire Instruction Form - Establish or change bank wire instructions on your account (a Medallion Signature Guarantee is required)

Change of Address Form - Change the address on your Weitz Funds account(s) (requires the signature of all account holders)

Change of Title (Non-IRA Account Application) - Complete the application in the name of the new account title and return it with a signed letter of instruction (all parties currently on an account must sign). If changing the title to a Trust, also send a copy of the first and last page of the Trust document.

Transfer on Death Form - Indicate to whom your non-IRA assets should be paid in the event of your death