Literature

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Literature

This section displays all available materials in alphabetical order. Just click on the View icon next to the item you wish to download. For optimal viewing, we recommend the latest version of Adobe^® Acrobat.^®

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Applications and Forms

Item				View
Application: Class I Shares (effective 07/15/08)
Form: Account Service Establish or change account options. (effective 02/08)
Form: Additional Investment Make additional investments into an existing account. (effective 05/08)
Form: Address Change Update your address of record. (effective 06/08)
Form: Automatic Investment Establish, change and/or suspend the Automatic Investment or Purchase Upon Request option. (effective 06/08)
Form: Beneficiary Change Add or change beneficiaries on an IRA or 403(b)(7) account. (effective 05/07)
Form: Certificate of Incumbency Add Trustees to the registration on Non-Incorporated Entities. (effective 06/08)
Form: Change of Broker Dealer Change the Broker Dealer of record. (effective 06/08)
Form: Change of Ownership Change the ownership of your account to a new account registration. (effective 07/08)
Form: Change of Registered Representative Change the NYLIFE Registered Representative on your MainStay account. (effective 04/08)
Form: Contribution List Request Establish a contribution list for a group investment program. (effective 08/07)
Form: Coverdell Education Savings Account Distribution Request a distribution from an existing Coverdell Education Savings Account. ( effective 10/07)
Form: Coverdell Education Savings Account Transfer Request a transfer from another institution to MainStay. (effective 05/08)
Form: Dividends and Capital Gains Option Update the dividends and/or capital gains option. (effective 02/08)
Form: Government Allotment Instructions for Shareholder Servicing Agent Provide authorization to direct a portion of a government employee's payroll into a MainStay Fund. (effective 07/08)
Form: IRA/SEP/Roth IRA Distribution Request a systematic or one-time distribution from an existing Traditional, SEP or Roth IRA. (effective 02/08)
Form: IRS Form W-4P: Withholding Certificate for Pension or Annuity Payments Indicate withholding on periodic payments from an IRA or 403(b)(7) account. (effective 03/08)
Form: IRS Form W8-BEN: For non-resident aliens to report proper share of U.S. taxes paid on U.S. investments. (effective 02/06)
Form: IRS W-9: Request for Taxpayer Identification Number and Certification Vertify your correct Taxpayer Identification Number. (effective 03/08)
Form: Money Market Checkwriting Service Establish checkwriting on your existing or converted MainStay Money Market Fund. (effective 02/08)
Form: NYLIM 403(b)(7) Distribution Clients should use this form to take a distribution from a NYLIM 403(b)(7).
Form: Name Change Change the name on your account. (effective 06/08)
Form: Power of Attorney Registration Authorization and Indemnification Add a Power of Attorney to your account. (effective 03/07)
Form: Redemption / Systematic Withdrawal Add or change a systematic withdrawal plan, or request a one-time redemption. (effective 02/08)
Form: Retirement Plan Termination Application for Contingent Deferred Sales Charge (CDSC) Waiver Required for Retirement Plans requesting a full liquidation of B-share accounts. (effective 06/08)
Form: Systematic Withdrawal Plan to Pay Monthly New York Life Insurance Premiums Pay New York Life insurance premiums, NYLIAC premiums, OPP-RIDER premiums, Long-Term Care premiums, and VUL premiums from your MainStay account. (effective 07/08)
Form: Systematic and One-Time Exchange Add or change a systematic exchange program, or request a one-time exchange. (effective 02/08)
Form: Traditional IRA, SEP IRA, Roth IRA Direct Rollover/Transfer Use for additional transfers/rollovers into your IRA, SEP IRA, or Roth IRA. (effective 05/08)
Form: Transfer On Death Establish, replace, or add beneficiaries on an individual or joint tenant accout. (effective 06/07)
Form: Transfer/Registration Change Profile Transfer your account to a new account registration. (effective 05/08)
Form: Trustee Certification of Investment Powers-457 Deferred Compensation Trusts Designate the trustee or trustees of a 457 Deferred Compensation Trust to transact business on behalf of the Trust Committee. (effective 07/08)
Form: Trustee Certification of Investments Powers Individual/Institutional Trusts Designate the trustee or trustees to an Individual or Institutional Trust so they can transact business on behalf of the Trust Committee. (effective 07/08)

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