I hereby represent that I:

» am an institutional investor that is a "qualified client" as that term is defined in Rule 205-3(d)(1) under the Investment Advisers Act of 1040, as amended; and

» have such knowledge and experience in financial and business matters that I am capable of evaluating the merits and risks of the investments that may be presented to me by Touchstone Investments.

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Account Applications

Name Number
General
Individual Account Application
TSF-53
Institutional
Institutional Account Application
TSF-53-Instl
Education
Coverdell Education Savings Account
TSF-7418
Retirement
IRA Kit: Traditional, SEP & Roth
TSF-7442
*SEP Employer Forms TSF-7181
*SIMPLE Employer Forms TSF-7096
SIMPLE IRA Kit TSF-7443

*These forms are provided to us by the Department of the Treasury - Internal Revenue Service.

Select a form number to view or print PDF files.

General Forms

Name Number
Check Writing Signature Form TSF-1681
Investment Transmittal TSF-7091
Non-Custodial Account Transfer TSF-7014
IRA Beneficiary Designation Form TSF-1984
Special Account Options Form TSF-1680
Transfer of Assets Form - Traditional, SEP & Roth TSF-1682
Transfer of Assets Form - SIMPLE TSF-1685
Transfer of Assets Form - Coverdell TSF-1686
Retirement Account Withdrawal Authorization Form  TSF-1683 
Coverdell Education Savings Acount (ESA) Withdrawal Authorization Form  TSF-1762 
Simple IRA Withdrawal Authorization Form TSF-1994

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