• 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)

• 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