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 534444 |
| Pittsburg, PA 15253-4444 |
| Overnight Mail |
|---|
| Firsthand Funds |
| Attention: 534444 |
| 500 Ross Street, 154-0520 |
| Pittsburg, PA 15262 |
| Regular Accounts and Account Changes | |
|---|---|
| Account Application | Download  |
| Account Application - Legal Entities | Download |
| Account Services Form | Download |
| Cost Basis Election Form | Download |
| Generic Letter of Instruction | Download |
| Name Change Request | Download |
| Custodial Account Transfer of Ownership | 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 |
| 403(b) Beneficiary Change | Download |
| Individual Retirement Accounts (IRAs) | |
|---|---|
| Traditional/Roth IRA Application | Download |
| IRA Conversion (External) | Download |
| IRA Conversion (Internal) | Download |
| IRA Designation of Beneficiary | Download |
| IRA Distribution | Download |
| IRA Recharacterization (Internal) | Download |
| IRA Recharacterization (External) | Download |
| IRA Required Minimum Distribution | Download |
| IRA Rollover Certification | Download |
| IRA Transfer of Assets/Direct Rollover | Download |
| Custodial Account Transfer of Ownership | Download |
| Simple IRA Distribution | Download |
| Inherited IRA Distribution | Download |
| Inherited IRA Distribution - Spouse Beneficiary | Download |
| Inherited IRA Distribution - Non-Spouse Beneficiary | Download |
