|
Item |
View |
|
Application: Class I Shares
(effective 07/15/08)
|
 |
|
Form: 403(b)(7) Distribution Form
Shareholders should use this form to take a distribution from their NYLIM 403(b)(7) account (effective 04/09).
|
|
|
Form: Account Service
Establish or change account options. (effective 05/09)
|
|
|
Form: Additional Investment
Make additional investments into an existing account. (effective 02/09)
|
|
|
Form: Address Change
Update your address of record. (effective 04/09)
|
|
|
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 04/09)
|
|
|
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 03/09)
|
|
|
Form: Change of Registered Representative
Change the NYLIFE Registered Representative on your MainStay account. (effective 07/09)
|
|
|
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 08/08)
|
|
|
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 08/08)
|
|
|
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 05/09)
|
|
|
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 02/09)
|
|
|
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 08/08)
|
|
|
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 07/08)
|
|
|
Form: Redemption / Systematic Withdrawal
Add or change a systematic withdrawal plan, or request a one-time redemption. (effective 08/08)
|
|
|
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: SIMPLE IRA Account Service
Establish or change account options on a SIMPLE IRA account. (effective 04/09)
|
|
|
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 08/08)
|
|
|
Form: Traditional IRA, SEP IRA, Roth IRA Direct Rollover/Transfer
Use for additional transfers/rollovers into your IRA, SEP IRA, or Roth IRA. (effective 05/09)
|
|
|
Form: Transfer On Death
Establish, replace, or add beneficiaries on an individual or joint tenant account. (effective 04/09)
|
|
|
Form: Transfer/Registration Change Profile
Transfer your account to a new account registration. (effective 05/09)
|
|
|
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)
|
|
