Applications & Forms

Access forms to open new accounts, update existing accounts, and execute transactions. PDF documents are fillable but must printed, signed and mailed to Weitz. Electronic signature options may be available; please talk to a client services representative for details.

Or visit our account access portal to open new accounts, update existing accounts, and execute transactions online.

Applications

Regular Account Application (Non-IRA)	IRA Account Application (Traditional & Roth)	Inherited IRA Account Application

Forms

Automatic Investment Plan (AIP) Use this form to establish or update an Automatic Investment Plan (AIP), which allows you to add money to your account on a regular basis directly from your checking/savings account.
Bank Authorization Use this form to add or update the bank instructions on your Weitz Funds account.
Change of Address Use this form to update the registration address and/or alternate address on your account.
Change of Title To change an existing account title/registration, complete Regular Account Application (non-IRA) for the new account title. You will also need to complete the Transfer or Gift of Shares form to transfer shares from the existing account to the new account (all parties currently on an account must sign).
Gift or Transfer of Shares Use this form to make a gift or transfer of shares to an individual or a non-profit organization or for re-registration (e.g., individual to trust, joint to individual, etc.)
IRA Charitable Distribution Use this form to make a charitable distribution from your IRA account.
IRA Designation of Beneficiary Use this form to add or update designated beneficiaries for your IRA account, which enables account assets to be transferred to named beneficiaries in the event of your death.
IRA Transfer/Rollover Use this form to initiate a transfer or rollover from an IRA at another financial institution or a former employer’s retirement plan, to an IRA at Weitz Funds.
Withdrawal Request - IRA Use this form to make a one-time withdrawal or to establish a Systematic Withdrawal Plan (SWP) from your Weitz IRA account.
Withdrawal Request - Non IRA Use this form to make a one-time withdrawal from your account.
Legal Entity Beneficial Ownership Certification This form must be completed by the person opening a new account on behalf of a legal entity.
Letter of Instruction Use this form for certain account requests.
Letter of Instruction - Medallion Signature Guarantee Use this form for certain account requests.
Non-Qualified Transfer of Assets Use this form only if you are transferring assets directly to a new or existing non-qualified (non-IRA) account with Weitz Funds (the “Fund”). Please complete a separate form for each account you wish to transfer. Transfers may take 3 to 5 weeks to complete after your paperwork is received in good order.
Roth IRA Conversion Use this form to convert all or any part of your existing Weitz Funds Traditional/SEP IRA to a Weitz Funds Roth IRA, or to convert another Traditional IRA to a Weitz Funds Roth IRA by a direct conversion from your current custodian/trustee. If you do not currently have a Weitz Funds Roth IRA, you must complete a Roth IRA Application.
Systematic Withdrawal Plan (SWP) Use this form to establish or update a Systematic Withdrawal Plan (SWP), which allows you to withdraw money from your account on a regular basis and have it sent directly to your checking/savings account via ACH, by check to your address of record or to another Weitz Fund account.
Transfer on Death (ToD) Use this form to establish or change a Transfer on Death (TOD) beneficiary(ies) on your nonretirement account. TOD registration enables account assets to be transferred to the named beneficiary(ies) in the event of your death or, in the case of joint owners, the death of the last surviving owner.