Once you have reviewed our prospectus, click on any of the applications below to begin. Simply print, fill out and sign your applications, and send them to Ariel Investment Trust P.O. Box 701, Milwaukee, WI 53201-0701. If you have any questions, feel free to call us at 1-800-292-7435, between 8am and 5pm, CT.

• Individual or Joint Registration Account Application  (332.83Kb)

Use this application to open a regular investment account.

• Uniform Gift or Transfer to Minor Account (UGMA/UTMA) Application  (332.83Kb)

Use this application to open an UGMA/UTMA account for a Minor in the Minor's name. Click for tips on saving for college.

• Designation of Transfer on Death Form (TOD)  (174.41Kb)

• Non-IRA Transfer Form  (218.98Kb)

Please use this form to transfer the proceeds of a non-IRA certificate of deposit (CD), mutual fund or other investment to an account held directly with Ariel Investment Trust. Please make sure you attach a copy of your existing account statement and an Ariel Investment Account Application if you do not have an existing Ariel Investment Trust account to receive the assets.

• IRA Application  (366.91Kb)

Use this application to open a new Traditional, Roth, SEP or Rollover IRA. Click for the Universal IRA Disclosure Statement and Custodial Agreement

• IRA - Transfer/Rollover Form  (288.78Kb)

Use this form to transfer or rollover funds from an existing retirement account (IRA, 401(k), 403(b) etc.) to an Ariel Investment Trust IRA. If you do not already have an Ariel Investment Trust IRA account, you will need to also complete an IRA application.

• IRA Distribution Request Form  (152.61Kb)

• IRS Form 5305-SEP: SEP IRA Contribution Agreement  (54.04Kb)

• Universal IRA Disclosure Statement and Custodial Agreement.  (148.33Kb)

• Designation of Retirement Account Beneficiary Form  (160.76Kb)

• Education Savings Account Application  (243.28Kb)

Use this form to create a tax-advantaged college investment account for a minor. Click for Education Savings Accounts' Disclosure Statements and Custodial Account Agreements.

• Education Savings Account - Transfer Request Form  (1,953.02Kb)

Use this form to transfer assets from an existing Education Savings Account to an Ariel Investment Trust Education Savings Account.

• Disclosure Statements and Custodial Account Agreements.  (148.33Kb)

Education Savings Accounts' Disclosure Statements and Custodial Account Agreements.

• 403(b) Account Application  (165.81Kb)

Use this application to open a new 403(b) account. Please note, this account can only accept employee contributions. Please read Ariel Investment Trust 403(b) Custodial Account Agreement before opening your account.

• 403(b) Transfer Request Form  (158.61Kb)

Use this form to effect a transfer from an existing 403(b) account to an Ariel Investment Trust 403(b) account. Please note, Ariel can only accept 403(b) accounts that contain employee contributions, accounts with employer contributions can not be accepted. The assets may be from another fund family or from within Ariel Investment Trust. If you do not already have an Ariel Investment Trust 403(b) account, you will need to also complete a 403(b) account application.

• 403(b) Deferral Limit Worksheet  (220.16Kb)

Use this worksheet to help you determine the maximum salary reduction contribution you can make to your 403(b) account.

• 403(b) Custodial Account Agreement  (238.30Kb)

• 403(b) Designation of Beneficiary  (152.41Kb)

Use this form to add a beneficiary on your 403(b) account

• Add a Fund Form  (187.94Kb)

Use this form to add a new fund to an existing Ariel Investment Trust account.

• Payroll Direct Deposit Form  (160.35Kb)

• Banking Instructions and Automatic Investment Form  (185.28Kb)

• Corporate Resolution Form for Subsequent Mutual Fund Transactions  (25.32Kb)

• Account Application for Corporations, Partnerships, Trusts and Corporate Pension Plans  (215.83Kb)