Download Retirement Forms

NOTE: All forms are fill-in forms, unless noted.

Individual Retirement Account (IRA) Forms

PDF	Description
Traditional & Roth IRA Application and Adoption Agreement (Includes Custodial Account Agreement)	Start saving for retirement by opening a Traditional or Roth IRA in an open-end Van Kampen fund. Please read the custodial account agreement before contributing to either plan.
Traditional IRA Direct Rollover Request Form	Roll your employer-sponsored retirement plan (401(k), Profit Sharing, or Money Purchase Plan) or 403(b) directly into a Van Kampen IRA.
Traditional IRA Distribution Form	Take a distribution from your Van Kampen Traditional IRA, SEP or SIMPLE IRA.
Roth IRA Distribution Form (not fill-in)	Take a distribution from your Van Kampen Roth IRA.
Roth IRA Internal Conversion Form (not fill-in)	Convert your Van Kampen Traditional IRA to a Van Kampen Roth IRA.
IRA Recharacterization Form	Use this form to recharacterize Roth IRA contributions back to a Traditional IRA and vice versa.
RMD Form	Facilitate Required Minimum Distributions from your Van Kampen Sponsored Retirement Account.
Transfer/Conversion Request Form	Transfer or convert a Traditional, SEP or Roth IRA from an outside custodian to Van Kampen.
Designation of Beneficiary Form	Designate or change the beneficiary for your IRA , 403B or Money Purchase/Profit Sharing Plan accounts.
SIMPLE IRA Enrollment Guide—with Forms	Complete plan description including client forms.
Change of Investment Form	Use this form to change the future contribution allocations of your Van Kampen SIMPLE IRA, 403(b), TSA or ORP Account.

Employer-Sponsored Plans— 403(b) TSA Forms

PDF	Description
Designation of Beneficiary Form	Designate or change the beneficiary for your IRA , 403B or Money Purchase/Profit Sharing Plan accounts.
403(b) TSA Distribution Form	Take a distribution from your Van Kampen 403(b) TSA Account.
Change of Investment Form	Use this form to change the future contribution allocations of your Van Kampen SIMPLE IRA, 403(b), TSA or ORP Account.
403(b)/ORP Transfer Form	Transfer your Van Kampen 403(b) or ORP account to a 403(b) or ORP account with another custodian.

QUICK LINKS

Retirement Savings Calculator

Retirement Shortfall Calculator

Social Security Calculator

Van Kampen does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. It was not intended or written to be used, and it cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Federal and state tax laws are complex and constantly changing. You should always consult your own legal or tax advisor for information concerning your individual situation.

Please consider the investment objectives, risks, charges and expenses of the fund(s) carefully before investing. The prospectus contains this and other information about the fund(s). To obtain a prospectus, contact your financial advisor or download and/or order. Please read the prospectus carefully before investing.

Not FDIC Insured—Offer Not Bank Guaranteed—May Lose Value
Not Insured By Any Federal Government Agency—Not A Deposit

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