Weitz Funds

Applications & Forms

The following documents are available in Adobe's Portable Document Format (PDF). The Adobe Acrobat Reader is required to view and print PDF files. You may use the following link to obtain a free copy:

Applications

	Non-IRA Account Application - Value, Partners Value, Hickory, Partners III Opportunity, Balanced, Short-Intermediate Income, Nebraska Tax-Free 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

Roth IRA Conversion Form - 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 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

Bank Instructions Form - Establish or change bank instructions on your account

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