Heritage Asset Management

(800) 421-4184
(727) 567-8143

IRA Forms

Distribution of Excess Earnings Calculation Form (PDF)
IRA Application (Traditional) (PDF)
IRA Designation of Beneficiary (PDF)
IRA Distribution Request Form (PDF)
IRA Contribution Form (Traditional/Roth) (PDF)
IRA Required Minimum Distribution (RMD) (PDF)
IRA Transfer/Rollover Form (PDF)
Roth IRA Application (PDF)
Roth IRA Contribution Recharacterization Authorization (PDF)
Roth IRA Conversion Form (PDF)
SIMPLE IRA Application (PDF)
SIMPLE IRA Employer Information and IRS Form 5304 (PDF)
SIMPLE IRA Excess Contribution Withdrawal Form (PDF)
SIMPLE IRA Fund Allocation Change (PDF)
SIMPLE IRA Participation & Salary Deferral Election Form (PDF)
SIMPLE IRA Transfer/Rollover Form (PDF)

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Financial Advisors

Institutions

For more complete information about any Heritage mutual fund, including the investment objectives, risks, sales charges and expenses, please download or call (800) 421-4184 for a prospectus that contains this and other important information. Please read the prospectus carefully before you invest or send money.

Heritage Fund Distributors, Inc., Member FINRA. Investments are not FDIC-insured nor are they deposits of or guaranteed
by a bank or any other entity. May lose value.

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