You may download an application here and complete it by hand in order to open your Armada Funds account.
Account Maintenance Forms
These forms will authorize special services for your Armada Funds account. You may also download federal tax forms for your convenience.
- Account Change Form - Allows you to set up optional account services including Systematic Exchange, Planned Investment Program (PIP), Systematic Withdrawal Plan (SWP), Check Writing Privileges, and addition of a secondary bank account for transactions.
Armada IRA Forms
You may open an Armada Funds IRA on-line
or
You may complete these forms by hand to quickly and easily establish an Armada Funds IRA
Armada Plus Forms
These forms will assist you in establishing an Armada Plus Plan Direct Program
Federal Tax Forms
- W-9 (Request for Tax Payer Identification Number and Certification)
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Armada Funds' products are available at National
City Corp. and are offered by NatCity
Investments, Inc. |
