These forms are only to be used if the account is held at Prudential Mutual Fund Services LLC (PMFS) or BNY Mellon Trust Company SIMPLE IRA. They are not for use if the fund is held in a broker controlled account. You can also manage your account online instead of submitting a form – log in to your account. opens in a new window

• Mutual Funds Forms (General Investing)
• Traditional IRA, Roth IRA, SEP IRA, Coverdell ESA and 403(b) Forms
• SIMPLE IRA Forms (Qualified Plans)