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

If you wish to print and mail, follow the instructions on each form. You can also open an account online by clicking here on one of the following account types.

Mutual Fund Accounts

• New Account Application   (PDF 361K)
• Check Writing Form   (PDF 328K)
• Designated Beneficiary Form for a Transfer on Death (TOD) Account   (PDF 362K)

IRA Accounts

• IRA Application and Adoption Agreement   (PDF 363K)
• IRA Transfer / Direct Rollover of Assets Form   (PDF 74K)
• Traditional / Roth IRA Custodial Agreement and Disclosure Statement   (PDF 195K)

Coverdell Education Savings Accounts

• Coverdell Education Savings Account Application and Adoption Agreement   (PDF 222K)
• Coverdell Education Savings Account Transfer of Assets Form   (PDF 195K)
• Coverdell Education Savings Account Custodial Agreement   (PDF 110K)

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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.