• Applications and Forms
  • Prospectus and SAI
  • Annual and Semi Annual Reports
  • New Account Applications
  • Account Maintenance and Service
  • Proxy Voting
  • Additional Information

Looking to add additional features such as automatic investing or need to change something to your existing AARP Fund account? Use these forms below.

Shareholder Services Form (PDF 139K)

To be used to change account information or add services to your existing AARP Funds mutual fund account

Check Writing Form (PDF 113K)

To be used to establish the check writing feature on your AARP Money Market Fund account.

IRA Distribution Form (PDF 371K)

To be used to take a one-time distribution or systematic withdrawal from your AARP Funds IRA account

Designation of Beneficiary Form (PDF 53K)

To be used to add or change a beneficiary for your AARP Funds IRA account

Name Change Form (PDF 64K)

To be used to update your AARP Funds account with your legally changed name

Power of Attorney Form (PDF 57K)

To be used to grant power of attorney authorization over your AARP Funds account

Payroll Deduction Form (PDF 64K)

To be used to have deductions from your paycheck sent directly from your employer to AARP Funds

SEP IRA Employer Contribution Form (PDF 50K)

To be used to allocate employer contributions on your AARP Funds SEP IRA account.

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.