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We've made it easy for you to open new accounts, update existing accounts, and execute transactions. These convenient forms and applications provide everything you need to get started.

Mutual Fund Accounts

Open a New Account
Update an Existing Account
Execute a Transaction

General Mutual Fund Account Application

Corporation/Partnership Account Application

Estate Account Application

Mutual Fund (Non-IRA) Transfer Form

Transfer on Death Form

Trust Account Application

UTMA/UGMA Account Application

Mutual Fund FAQs

Getting Started with Lord Abbett

Address Change Form

Check Deposit Form

Cost-Basis Method Change Form

Banking Authorization Update Form

Broker/Dealer Change Form

Dividend Move Authorization Form

Letter of Intent Form

Mutual Fund Distribution Due to Death Form

Mutual Fund Registration Transfer Form

Name Change Request Form

Mutual Fund FAQs

Getting Started with Lord Abbett

Check Deposit Form

Enroll in Check Writing Privileges

Redemption Request Form

Systematic Distribution Form for a Non-Retirement Account

Systematic Exchange Authorization Form

Systematic Purchase Form

Mutual Fund FAQs

Getting Started with Lord Abbett

Individual Retirement Accounts

Open a New Account
Update an Existing Account
Execute a Transaction
Related Documents

Traditional IRA Application

IRA Payroll Deduction Investment Form

IRA Transfer Application

IRA Custodial Agreement

Roth IRA Account Application

Roth IRA Conversion Form

Rollover IRA Account Application

Coverdell ESA Application

Coverdell ESA Custodial Agreement

Coverdell ESA Transfer Form

SEP IRA/SAR SEP IRA Application

IRA FAQs

Getting Started with Lord Abbett

Assign and Update Beneficiary Designation Form

Broker/Dealer Change Form

Letter of Intent Form

Name Change Request Form

Roth IRA Conversion Form

IRA FAQs

Getting Started with Lord Abbett

Check Deposit Form

IRS Form W-4P

Systematic Purchase Form

IRA Distribution Due to Death Form

IRS Form 8888 (Automatic Refund Direct Deposit)

Roth IRA Conversion Form

IRA Systematic Distribution Form

IRA One-Time Distribution Form

IRA FAQs

Getting Started with Lord Abbett

Traditional IRA and Roth IRA Brochure

Coverdell Brochure

IRA FAQs

Getting Started with Lord Abbett

Group Retirement Plans

Open a New Account
Update an Existing Account
Execute a Transaction
Related Documents

IRS Form W-4P

SIMPLE IRA Payroll Remittance Form

403(b) Plan Application

403(b) Transfer Application

403(b) Custodial Agreement

SIMPLE IRA Account Application (Employee)

SIMPLE IRA Account Transfer Application (Employee)

Plan Setup: SIMPLE IRA Plan Sponsor Guide

SIMPLE IRA Custodial Agreement

Plan Setup: 457(b) Plan

Getting Started with Lord Abbett

Assign and Update Beneficiary Designation Form

Broker/Dealer Change Form

Name Change Request Form

Banking Authorization Update Form

Getting Started with Lord Abbett

IRS Form W-4P

403(b) Plan Loan Application and Disclosure Form

403(b) Plan Redemption Due to Death Form

SIMPLE IRA Payroll Remittance Form

Group Retirement Plan One-Time Distribution Form

Getting Started with Lord Abbett

403(b) Plan Benefits and Services Brochure

457(b) Plan Brochure

SIMPLE IRA Plan Sponsor Q & A Flyer

Dalbar’s 2012 Service Award

Recognized for our superior service to shareholders

Complete Transactions Online

Save a trip to the mailbox. Many basic account transactions can be completed online such as purchases, exchanges, and downloading statements.

1-800-821-5129

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Submitting Forms

By Mail

Regular Mail
Lord Abbett Distributor LLC
P.O. Box 219336
Kansas City, MO 64121-9336

Overnight Mail
Lord Abbett Distributor LLC
330 West 9th Street CT7
Kansas City, MO 64105-1514

By Fax

Fax #
816-843-7248

Tax Forms

Tax Center

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