Regular Accounts

• New Account Application
  Open a non-retirement account.
• Transfer on Death Agreement
  Indicate the person(s) to whom your non-retirement assets should be paid in the event of your death.
• Change of Information
  Request changes to an existing non-retirement account.
• Gift of Shares
  Give shares from your Longleaf account as a gift to an individual or charity.
• Transfer In-Kind
  Request that shares of Longleaf, held in non-retirement accounts through other financial institutions, be transferred to an account held directly with Longleaf.
• Cost Basis Election Form
  To elect or change a cost basis method.

Retirement Accounts

• IRA Disclosure Statement and Adoption Agreement
• New Account Application
  Open a new Traditional or Roth IRA.
• IRA Transfer and Conversion
  Transfer a Traditional or Roth IRA from another institution or to convert your existing Longleaf Traditional IRA to a Longleaf Roth IRA.
• Change of Information
  Request changes to an existing retirement account.
• Retirement Account Distribution Form
  Request an IRA Distribution.
• Required Minimum Distribution
  Request a withdrawal to satisfy your IRS Required Minimum Distribution.
• SIMPLE IRA Disclosure Statement and Adoption Agreement
• Simple IRA Account Application
  Open a Simple IRA.