Applications and Forms

Applications and Forms

If you would like copies of any of these forms mailed to you, or if you have any other questions, please call Shareholder Services toll-free at 1.888.884.2675.

Before downloading or completing an IRA application or prospectus, please click here to read the Custodian's privacy notice (notice is in PDF format). Once you have read the notice, use the back button on your browser to return to this page. You may also click here to view Firsthand's privacy policy.

Completed applications and forms should be sent to:

Regular Mail
Firsthand Funds
P.O. Box 9836
Providence, RI 02940-8036
Overnight Mail
Firsthand Funds
4400 Computer Dr.
Westborough, MA 01581-1722
Regular Accounts and Account Changes
Account Application Download 
Account Services Form Download 
Cost Basis Election Form Download 
Generic Letter of Instruction Download 
Name Change Request Download 
Transfer on Death Beneficiary Download 
Coverdell Education Savings Accounts (CESAs)
CESA Application Download 
CESA Rollover Certification Download 
CESA Transfer of Assets Download 
CESA Withdrawal Authorization Download 
403(b) Accounts
403(b) Disclosure Download 
403(b) Distribution Download 

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