Literature & Forms

Here you will find all the information and forms you need to understand and manage your account with Weitz Funds.

The documents below are available in Portable Document Format (PDF). Adobe Reader or another PDF viewer is required to view and print PDF files.

Applications


Forms

  • Bank Information
    Establish or change bank instructions on your account
  • Automatic Investment Service
    Establish an automatic investment into your Weitz Funds account via ACH
  • Automatic Redemption Service
    Establish an automatic withdrawal from your Weitz Funds account via ACH
  • Change of Address
    Change the address on your Weitz Funds account(s) (requires the signature of all account holders)
  • Change of Title (Non-IRA Account Application)
    Complete the application in the name of the new account title and return it with a signed letter of instruction (all parties currently on an account must sign). If changing the title to a Trust, also send a copy of the first and last page of the Trust document.
  • Gift or Transfer of Shares
    Gift or transfer of shares to an individual or a non-profit organization, or re-registration (name change, divorce/separation, individual to trust, etc.)
  • IRA Designation of Beneficiary
    Establish or change beneficiaries on a Weitz Funds IRA account
  • IRA Transfer/Rollover
    Initiate a transfer or rollover from an IRA or retirement plan at another financial institution to a Weitz Funds IRA account
  • IRA Withdrawal Statement
    Initiate withdrawal from a Weitz Funds IRA account
  • Roth IRA Conversion
    Convert your existing Weitz Funds Traditional IRA to a Roth IRA or convert another Traditional IRA to a Roth IRA by a direct conversion from your current custodian/trustee
  • Transfer on Death (TOD)
    Indicate to whom your non-IRA assets should be paid in the event of your death
  • Wire Instructions
    Establish or change bank wire instructions on your account (a Medallion Signature Guarantee is required)