Bridgeway

ACCOUNT APPLICATIONS AND FORMS

Download and complete the applicable forms below to open a regular or a retirement account with Bridgeway

Applications and forms
New account application

Open a regular investment account

Investment and Change of Address

Make subsequent investments, add a fund to your account, or indicate a change of address

Beneficiary Change

Make a change to your designated beneficiary

Cost Basis Election

Indicate how you wish distributions from your Bridgeway accounts to be handled


Retirement Account Applications and Forms
IRA, Roth IRA, SEP IRA Application and Transfer

Establish a new retirement account or rollover an existing account (includes disclosures, agreements, and application forms)

Roth IRA Conversion (within Bridgeway)

Convert an existing retirement plan (SEP, SIMPLE, or IRA) held at Bridgeway to a Roth IRA

Roth IRA Conversion (transfer to Bridgeway)

Convert an existing retirement plan (SEP, SIMPLE, or IRA) held at another firm to a Roth IRA held at Bridgeway

Recharacterization (within Bridgeway)

Convert existing accounts held at Bridgeway from a Traditional IRA into a Roth IRA or a Roth IRA into a Traditional IRA

Recharacterization (transfer to Bridgeway)

Convert existing accounts held at another firm from a Traditional IRA into a Roth IRA or a Roth IRA into a Traditional IRA held at Bridgeway

IRA, Roth IRA, SEP IRA Distribution

Initiate a distribution from a retirement account

IRA Required Minimum Distribution (RMD)

Begin or change the amount of the legally mandated RMD

Mail all applications, forms and checks to:

Bridgeway Funds, Inc. P.O. Box 9860 Providence, RI 02940-8060

Or overnight to:

Bridgeway Funds, Inc. 4400 Computer Drive Westborough, MA 01581-1722