• New Investment Stub  (226.70Kb)

Use this form to make a purchase into an existing Ariel Mutual Funds account.

• Add a Fund Form  (187.94Kb)

Use this form to add a new fund to an existing Ariel Mutual Funds account.

• Banking Instructions and Automatic Investment Form  (185.28Kb)

• Designation of Retirement Account Beneficiary Form  (160.76Kb)

• Payroll Direct Deposit Form  (160.35Kb)

• Redemption Request Form  (156.22Kb)

• 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 Mutual Funds. 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 Mutual Funds account to receive the assets.

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

• Name Change Form  (183.83Kb)