Shareholder Account Maintenance

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IRS Form 5305-SEP: SEP IRA Contribution Agreement

W4-P: Withholding Certificate for pension or annuity payments

W-9 : Request for Taxpayer Identification Number and Certification

Glossary of Terms

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Ariel Investments
c/o U.S. Bank Global Fund Services
PO Box 219227
Kansas City, MO 64121-9227

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Ariel Investments
c/o U.S. Bank Global Fund Services
801 Pennsylvania Ave, Suite 219227
Kansas City, MO 64105-1307
(Phone: 800-292-7435)

“Ariel at 40”: A Documentary Film

“Ariel at 40”: A Documentary Film

“Where to Invest Your Money in 2025” with John W. Rogers, Jr.

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Designation of Transfer on Death Form (TOD)

IRA Distribution Request Form

IRA Required Minimum Distribution Form

Name Change Form

Payroll Direct Deposit Form

Redemption Request Form

Tax Forms

IRS Form 5305-SEP: SEP IRA Contribution Agreement

W4-P: Withholding Certificate for pension or annuity payments

W-9 : Request for Taxpayer Identification Number and Certification

Glossary of Terms

Glossary of Terms

Set Up Online Account Access

Sign up for eDelivery

Contact Ariel Investments

Mailing Address

“Ariel at 40”: A Documentary Film

“Ariel at 40”: A Documentary Film

“Where to Invest Your Money in 2025” with John W. Rogers, Jr.

Shareholder Account Maintenance

Account Maintenance Forms

Account Maintenance Form

Account Ownership Change Form

Address Change Form

Banking Instructions and Automatic Investment Form

Certification of Beneficial Owners

Cost Basis Method Election Form

Designation of Retirement Account Beneficiary Form

Designation of Transfer on Death Form (TOD)

IRA Distribution Request Form

IRA Required Minimum Distribution Form

Name Change Form

Payroll Direct Deposit Form

Redemption Request Form

Tax Forms

IRS Form 5305-SEP: SEP IRA Contribution Agreement

W4-P: Withholding Certificate for pension or annuity payments

W-9 : Request for Taxpayer Identification Number and Certification

Glossary of Terms

Glossary of Terms

Set Up Online Account Access

Sign up for eDelivery

Contact Ariel Investments

Mailing Address

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