Applications & Forms

Account Applications

Individual Account

Owned by a single person, an individual investment account allows you to purchase shares in one or more Wasatch Global Investors Funds.

Joint Account

A joint account is held by two or more individuals. Each party in this account has authority to buy and sell shares in one or more Wasatch Global Investors Funds.

Traditional IRA

The traditional Individual Retirement Account (IRA) lets you set aside money for retirement each year and defer paying taxes until you begin withdrawing it at age 59-1/2 or later.

Roth IRA

A Roth IRA allows your retirement savings to grow tax-free. You pay taxes on your contributions, but withdrawals (subject to certain rules) are not taxed at all.

Simple IRA

The Savings Incentive Match Plan for Employees (SIMPLE) IRA is a retirement account sponsored by a company for its employees. It allows employees to save for retirement with the company matching a portion of the dollars invested.

403(b) Custodial Account

Similar to a 401(k) account, the 403(b) is a retirement account offered to employees by non-profit organizations. Employee contributions are not taxed until withdrawals are made at retirement.

Coverdell Education Savings Account (ESA)

A Coverdell ESA is designed to help parents or others fund a child’s education. Contributions to a Coverdell ESA are taxed, but the investment earnings are not when used to pay education expenses.

UGMA/UTMA Custodial Account

Usually opened for a minor child, custodial accounts allow a parent or other custodian to buy and sell shares of Wasatch Funds on the beneficiary’s behalf.

Regular Account Maintenance
Account Registration Change Form
Household Relationship Form
Account Privileges Change Form
Designation of Transfer on Death Form
Cost Basis Election Form
Power of Attorney Form
Transfer Form
Retirement Account Maintenance
IRA Beneficiary Designation Form
IRA Re-characterization Form
IRA Distribution Form
403(b) Distribution Application
IRA Withholding Election Change Form