Request an Application Kit

If you would like to receive an application kit to open a new AARP Funds account, an IRA account, or move assets to an IRA Rollover account, please provide the information below and we will send you the information and materials in the mail.

If you would like to speak to a Financial Advisor to help determine which account is right for you, or for assistance with opening your account, please dial 1-866-218-6142 between 8:00 am and 6:00 pm ET and we will be happy to speak with you.

Select the application kit you would like to receive:

	Mutual Fund Kit This kit includes the AARP Funds prospectus and account application form.
	IRA Kit This kit includes the AARP Funds prospectus, IRA account application form, IRA Transfer / Direct Rollover of Assets Form, and the IRA Custodial Agreement and Disclosure Statement.
	Rollover IRA Kit This kit includes the AARP Funds prospectus, IRA account application form, IRA Transfer / Direct Rollover of Assets Form, and the IRA Custodial Agreement and Disclosure Statement.

Please send to:

* Required information

*First Name:
*Last Name:
*Address 1:
*Address 2:
*City:
*State:

*Zip code:
*Phone:
*Email:
Questions / Comments:

We will not share your phone number or e-mail address with anyone else. Learn more about our privacy policy.

The mutual funds described in this site are sold only to U.S. residents.

An Investment in the Funds involves risk, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of the AARP Funds carefully before investing. The prospectus contains this and other important information about the Funds. To get a prospectus containing this and other information, click here (PDF) or call 1-866-218-6142. Read it carefully before you invest.

While AARP has licensed the use of its name to AARP Funds and endorses the services provided by AARP Financial Inc., AARP does not offer financial products or services itself and cannot recommend that you or any specific individual should purchase any particular product or service. AARP Financial Inc. is an investment adviser and a subsidiary of AARP.

The Financial Advisors are registered representatives of ALPS Distributors, Inc., a registered broker-dealer, and as investment adviser representatives of AARP Financial Inc., an investment adviser. AARP Financial Inc. offers investment advisory services and is not affiliated with ALPS Distributors, Inc.

AARP Funds are distributed by ALPS Distributors, Inc.