Applications & Forms

 

New Account Applications

Account Application – This form may be used to establish a new non-retirement account.

IRA Packet – This packet provides information on IRA accounts and includes the necessary account opening documents.

IRA Application – This form may be used to establish a new Traditional Individual Retirement Account (IRA), Rollover IRA, Roth IRA, or SEP IRA.

SIMPLE IRA Packet – This packet provides information on Simple IRA accounts and includes the necessary account opening documents

SIMPLE IRA Application – This form may be used to establish a new SIMPLE IRA account.

Coverdell ESA Packet – This packet provides information on Coverdell Education Savings Accounts (ESA) and includes the necessary account opening documents.

Coverdell ESA Application – This form may be used to establish a new Coverdell Education Savings Account (ESA).

NAV Application – This form may be used for net asset value purchases. The criteria to be eligible to purchase shares of First Eagle Funds at net asset value is outlined in this form and detailed in the Prospectus.

Transfer on Death Form – This form may be used to add or update the beneficiary(ies) on your non-retirement account.

Account Maintenance / Transactions

Special Options Form – This form may be used for existing accounts to adopt changes to any of the following:

  • Dividend and Distribution Options
  • Name Changes,
  • Telephone Purchase, Exchange and Redemption Options
  • Banking Information
  • Automatic Investment Program
  • Automatic Exchange
  • Systematic Withdrawal Plan
  • Electronic Delivery of Statements, Annual/Semi-Annual Reports and Prospectuses and Confirmations
  • Letter of Intention
  • Rights of Accumulation
  • Interested Parties/Additional Mail
  • Cost Basis Election

Change of Account Ownership Form - This form may be used to change the ownership or transfer shares from an existing non-retirement account into a new or existing non-retirement account.

Non-IRA Redemption Form – This form may be used to redeem shares from non-IRA accounts.

Required Minimum Distribution Form – This form may be used to request a Required Minimum Distribution from your retirement account.

IRA Distribution Form – This form may be used to request a distribution from your retirement account.

Inherited IRA Distribution Form – This form may be used to request a distribution from your inherited IRA account.

IRA Beneficiary Form – This form may be used to add or change a beneficiary designation on your IRA account.

IRA/Roth Transfer Form – This form may be used to effect a direct transfer to a First Eagle Funds Individual Retirement Account (IRA) from an IRA with another custodian or a direct rollover from a Qualified Plan.

Simple IRA Transfer Form – This form may be used to effect a direct transfer to a First Eagle Funds SIMPLE IRA from a SIMPLE IRA with another custodian.

Coverdell ESA Transfer Form – This form may be used to effect a direct transfer to a Coverdell Education Savings Account (ESA) from a Coverdell ESA with another custodian.

Contact Us

Internal Sales Desk

salesandmarketing@feim.com
800.747.2008
877.683.3403