Shareholder Account Maintenance
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Account Maintenance Forms

Please use this form to make the following ownership changes to your non-IRA Ariel Investments account(s):
  • From an Individual Account to a Joint Tenant Account
  • From a Joint Tenant Account to an Individual Account because of the death of an account owner, divorce or other situation
  • From an Individual or Joint Tenant Account to a Trust
  • From an UGMA/UTMA Account to an Individual Account due to the minor reaching the age of majority
  • UGMA/UTMA change of custodian

Complete this form to make an additional purchase into your Ariel account.

Please use this form to update your address on your Ariel Investments account(s).

Please use this form to add or change banking instructions (i.e., new account number and/or new financial institution) or to begin an Automatic Investment Program (AIP) for your pre-existing Ariel Investments account(s).

Use this form to make the initial Cost Basis Method election for your non-retirement account or to change a previously elected method.

Use this form to designate beneficiaries for your IRA account. If designating beneficiaries to an Individual or Joint account, please use our Designation of Transfer on Death Form (TOD) instead.

Use this form to designate beneficiaries for your Individual or Joint account. If designating beneficiaries to an IRA account, please use our Designation of Retirement Account Beneficiary Form instead.

Use this form to redeem shares from your IRA account, process a conversion or request a recharacterization. A signature guarantee* may be required to complete your request (see form for details).



* A signature guarantee verifies the authenticity of your signature and is designed to protect you and the Funds from fraudulent activities. It can be obtained from a commercial bank, savings bank, credit union or broker-dealer who participates in a signature guarantee program. Please note, you need to be a customer of the financial institution in order to receive a signature guarantee. A notary public cannot provide a signature guarantee. For more information refer to our Full Prospectus.

Use this form to request a Required Minimum Distribution (RMD) from your Ariel Investments IRA.

Please use this form to change your name on your Ariel Investments account(s). Be sure to include a copy of your legal name change document (e.g., a marriage certificate or divorce decree).

Use this form to establish an automatic investment program (AIP) through your employer’s payroll. Please complete a form for each mutual fund you wish to establish an AIP and submit it to your payroll department for processing.

Please complete this form to redeem more than $50,000 from an Ariel Investments (non-retirement) account or if you want to send proceeds from a redemption to an address or bank account that is not currently on file. A signature guarantee* is required to complete your request.



* A signature guarantee verifies the authenticity of your signature and is designed to protect you and the Funds from fraudulent activities. It can be obtained from a commercial bank, savings bank, credit union or broker-dealer who participates in a signature guarantee program. Please note, you need to be a customer of the financial institution in order to receive a signature guarantee. A notary public cannot provide a signature guarantee. For more information refer to our Full Prospectus.



Tax Forms

 

Shareholder Announcements
Our 9/30/14 annual report is now available.
Income distribution ESTIMATES and final capital gains distribution details are both now available.
As a shareholder, you may receive one of these forms.
 
Contact Ariel Investments
Mon-Fri, 8:00 AM - 7:00 PM CT
800-292-7435
Ariel Investment Trust
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701
Ariel Investment Trust
c/o U.S. Bancorp Fund Services, LLC
615 East Michigan Street, Floor 3
Milwaukee, WI 53202-5207
(Phone: 800-292-7435)
 
Past performance does not guarantee future results. © Ariel Investments, LLC. The mutual funds offered by Ariel Investment Trust are distributed by Ariel Distributors, LLC. Use of this website is subject to our Terms & Conditions of use. Each of the investment products, mutual funds or services referred to in this site may be offered only to persons in the United States. This web site should not be considered a solicitation or offering of any investment products, funds or services to investors outside the United States. Original illustrations © Omar Rayyan 2007.