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RETIREMENT APPLICATIONS AND FORMS
Click on the links below to download Portable Document Format (PDF) versions of the desired form(s).
Title File Name File Size
ACH Credit/Debit Authorization Agreement NHF_RET_ACH.pdf 66KB
Account Transfer Form FRM_ACAT_5-08_Addendum.pdf 69KB
Asset Movement Form FRM_ASSTMV_AUTH_11_07.pdf 37KB
Designation of Beneficiary Form FRM_IRA_DBene_11-07.pdf 53KB
IRA Contribution Form NHF_IRA_CA.pdf 36KB
IRA Distribution Form IRA_DIST_w_TAX_GRID.pdf 79KB
Roth Conversion/Recharacterization Form FRM_ROTH_RECHAR_11-07.pdf 30KB
Roth IRA Application HFS_Roth_IRA_App_12-11.pdf 464KB
Roth IRA Adoption Agreement IRA_ROTH_ADOP_2011.pdf 296KB
Trading Authorization and Indemnification Form NHF_TA.pdf 43KB
Traditional IRA Application

HFS_Trad_IRA_App_12-11.pdf

 441KB
Traditional IRA Custodial Agreement IRA_TRAD_ADOP_2011.pdf 288KB
Self-direct Brokerage Enrollment Form https://sdba.hewitt.com 739KB
Simple IRA Application Form IRAFLD-SIMP-1-09.pdf 504KB
Coverdell Education Savings Application Coverdell_Agreement.pdf 148KB
Systematic Enrollment Reinvestment Form Systematic_Investment_Mutual_Funds.pdf 104KB

RETAIL ACCOUNT APPLICATIONS AND FORMS
Click on the links below to download Portable Document Format (PDF) versions of the desired form(s).
Title File Name File Size
Affidavit of Domicile FRM_AFFDOM_10_07.pdf 16KB
Community Property FRM_COMPROP_10-07.pdf 56KB
Customer Agreement NHF_customer_agreement.pdf 281KB
How to Read Your Brokerage Statement Understanding_Your_Brokerage_Account_Statement.pdf 1,071KB
Investment Account Application HFS_Retail_App_0410.pdf 89KB
Investment Club Account Application NHF_invclub.pdf 45KB
Options Application NHF_optapp.pdf 56KB
Trading Authorization and Indemnification Form NHF_TA.pdf 43KB
Transfer on Death Agreement FRM_TOD_INDIV_10-07.pdf 45KB
W-8 FRM_SUB_W_8BEN_2-06.pdf 167KB
W-9 W9_10-07.pdf 57KB

RETAIL ASSET MOVEMENT FORMS
Click on the links below to download Portable Document Format (PDF) versions of the desired form(s).
Title File Name File Size
Account Transfer Form NHF_account_transfer.pdf 69KB
ACH Credit/Debit Authorization Agreement NHF_ACH.pdf 352KB
Direct Deposit Form FRM_DIRDEPAUTH_11-07.pdf 34KB
Irrevocable Stock or Bond Power FRM_IRRSTKBPWR_11-07.pdf 46KB
Check Request by Mail, Non-Retirement Accounts Check_Request_Form.pdf 102KB
Wire Funds Withdrawals, Non-Retirement Accounts Wire_Transfer_Request.pdf 107KB

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