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Need a form quickly? We encourage you to use this section for downloading forms. Simply click on the form name to download the PDF.
Shareholder Privilege Form 
Change mutual fund account registration and privileges, distributions, set up systematic investments or withdrawals, Dollar Cost Averaging, Check writing, telephone and internet privileges.
Redemption/Transfer Authorization
Redeem and/or transfer all or part of your holdings in another mutual fund account to RS Funds.
IRA Transfer Form
Transfer funds from another IRA to your existing RS Funds IRA or effect a direct rollover from a qualified retirement plan distribution to your existing RS Funds IRA.
Designation of Beneficiary Form
Designate the beneficiary for your IRA account
Retirement Account Distribution Form
Request a distribution from your Traditional, SEP or Roth IRA
Name Change Form
Change your name of record
W-9
Certify your Taxpayer Identification Number
For more information or if you are having trouble downloading the forms, contact RS Investments at 800-766-3863.
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