Account Maintenance Forms |
| Account Maintenance Form |
| Change your address, your name or dividend/capital gains distribution options; get/stop duplicate account statements; add/remove telephone purchase, exchange or redemption privileges; or add/update bank information. |
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| Systematic Purchase/Redemption Form |
| This form will allow you to establish automatic transfer of cash directly from your bank account for investment into your Tweedy, Browne Fund account(s). You can also establish an automatic redemption option which will redeem shares from your Fund account(s) and transfer the cash proceeds directly into your bank account. |
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| Cost Basis Method Election Form |
| Use this form to change the current cost basis calculation method on your account(s). |
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Additional Retirement Account Maintenance Forms |
| Transfer of Assets/Direct Rollover Form |
| This form will be used to initiate a Transfer of Assets or a Direct Rollover based on your request from an existing retirement plan account as designated on this form to your Traditional, SEP, or Roth IRA at Tweedy, Browne Fund Inc. *Please remember that a Transfer of Assets can only occur between the SAME type of retirement plans, e.g. IRA to IRA or Roth IRA to Roth IRA. |
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| Beneficiary Designation Change Form |
| Used to request a change of beneficiary(ies) after the account is established. |
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| Certification of Rollover Assets |
| Use this form to certify a rollover distribution or eligible conversion distribution to your Traditional, SEP, or Roth IRA at Tweedy, Browne Fund Inc. You must complete the rollover within 60 calendar days of your receipt of that distribution. |
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| IRA Distribution Request Form |
| Use this form to request one of the various types of distributions (excluding required minimum distributions, conversions and recharacterizations) and tax withholding election in your Traditional, SEP or Roth IRA account. |
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| Required Minimum Distribution Election Form |
| You are required to take an RMD from your Traditional IRA/403(b)(7) by April 1 of the year following the year you reach age 70½ (required beginning date) and by the end of each year thereafter. Use this form to choose how you'd like to receive your distributions. |
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| Qualified Charitable Distribution Request Form |
| Use this form to request a Qualified Charitable Distribution (“QCD”) from your IRA or beneficiary inherited IRA. |
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| Roth IRA Conversion Request Form (Internal) |
| To be completed when converting a Traditional IRA to a Roth IRA within Tweedy, Browne Fund Inc. If you are opening a new Roth IRA account with the conversion contribution, include a Roth IRA application. |
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| Roth IRA Conversion Request Form (External) |
| To be completed when converting a Traditional IRA from another Custodian or Trustee to a Tweedy, Browne Fund Inc. Roth IRA. A completed Roth IRA application must accompany this form, if applicable. |
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| Recharacterization Request Form (Internal) |
| This form is used to recharacterize an in-house IRA contribution into a different type of IRA account or recharacterize a conversion contribution. Participants can recharacterize in the following manner: A contribution originally made to a Roth IRA as a contribution to a Traditional IRA; A contribution originally made to a Traditional IRA as a contribution to a Roth IRA. |
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| Recharacterization Request Form (External) |
| This form is used to recharacterize an IRA contribution or conversion contribution from an outside institution into a different type of IRA account held here. Participants can recharacterize in the following manner: A contribution originally made to a Roth IRA as a contribution to a Traditional IRA; A contribution originally made to a Traditional IRA as a contribution to a Roth IRA. |
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| Self-Certification Form for Late Rollover Contributions |
| Use this form when you intended to make a rollover within 60 days of receiving the distribution but were unable to do so for various reasons listed on the form. |
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| Inherited IRA Distribution Form |
| Use this form if you inherited this IRA, the owner has passed and you wish to take a distribution. |
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| Non-Spouse Trust Estate or Entity Beneficiary - Inheritance Request Form |
| Use this form if you are a Non-Spouse, Trust, Estate, or Entity Beneficiary and the IRA owner has passed. |
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| Spouse Beneficiary - Inheritance Request Form |
| Use this form if you are the Spouse Beneficiary of the IRA and the owner has passed. |
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