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Account Forms

Form Instructions

To ORDER shareholder forms, please check the appropriate box(es) and provide us with your mailing information at the bottom of the page. We’ll make sure you receive your order in just a few days.

To immediately VIEW and PRINT a form, please click the form name.

Form Name
	Automatic Investment Plan Form
	Automatic Withdrawl Plan Form
	Check Writing Signature Card (for Money Market accounts)
	Cost Basis Election Form
	Coverdell Education Savings Account Application
	Form 5304 SIMPLE
	Form 5305 SEP
	Institutional Account Application
	IRA Beneficiary Designation Change Form
	IRA Distribution Form
	IRA Recharacterization Form (External)
	IRA Recharacterization Form (Internal)
	Required Minimum Distribution (RMD) Form
	Retail Account Application
	Roth IRA Conversion Form (External)
	Roth IRA Conversion Form (Internal)
	Sales Charge Waiver Addendum
	SIMPLE IRA Application
	SIMPLE IRA Distribution Form
	Traditional/Roth/SEP IRA Application
	Transfer on Death Beneficiary Registration Form
	W-9 Form Request for Tax Payer Identification Number and Certification

Mailing Information

We can only send literature to addresses within the United States.

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Sterling Capital Funds

Sterling Capital Funds are:
Not a deposit - Not FDIC insured - Not guaranteed by the bank - Not insured by any government agency - May lose value

An investor should consider a fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the Sterling Capital Funds can be found in the Funds' prospectus. To obtain a prospectus, please call 1-888-228-1872 or click here. Please read the prospectus carefully before investing.

Sterling Capital Management LLC, a separate subsidiary of BB&T Corporation, serves as investment adviser to the Sterling Capital Funds and is paid a fee for its services as described in the prospectus. The Funds are distributed by Sterling Capital Distributors, Inc, which is not affiliated with Branch Banking and Trust Company or its affiliates. The Funds are not insured by the FDIC or any other government agency.

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