Weitz Funds

Applications & Forms

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Applications

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

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

Forms

IRA Transfer/Rollover - 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 - Establish or change beneficiaries on a Weitz Funds IRA account

Roth IRA Conversion - Convert your existing Weitz Funds Traditional IRA to a Roth IRA or convert another Traditional IRA to a Roth IRA by a direct conversion from your current custodian/trustee

Automatic Investment Service - Establish an automatic investment into your Weitz Funds account via ACH

Automatic Redemption Service - Establish an automatic withdrawal from your Weitz Funds account via ACH

Gift or Transfer of Shares - Gift or transfer of shares to an individual or a non-profit organization, or re-registration (name change, divorce/separation, individual to trust, etc.)

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

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

Change of Address - 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 (TOD) - Indicate to whom your non-IRA assets should be paid in the event of your death

Bank Information - Establish or change bank instructions on your account

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