Find literature and forms to download. If you have any questions, please call our Shareholder Services line at (800) 662-4203.
To open a new account please fill out an account application or an IRA adoption agreement, available below, and mail to the address on the form. If you would like a printed copy of an account application mailed to you, please reach out to clientservices@tributarycapital.com.
A request form to change information attached to your existing Tributary Funds account.
Request form to transfer assets from another institution or to initiate a direct rollover from a corporate retirement plan or from another IRA to a Tributary Funds Individual Retirement Account (IRA).
Form used to request periodic withdrawals from your IRA or SEP-IRA, including minimum distributions required at age 73 or dividend distributions.
Form to designate the beneficiary or beneficiaries who will receive your IRA account in the event of your death.