Account Applications & Forms

Resources

Quick access to account opening and maintenance forms. If you are not able to find what you are looking for, we are here to help.

All Applications & Forms

Applications	Maintenance Forms
Investor Class Account Application	Banking Instructions & Automatic Investment Form
IRA Account Application (Traditional, SEP, Roth IRA)	IRA Beneficiary Designation
Institutional Class Account Application	IRA Beneficiary Designation Change Form
	IRA Distribution Request Form
	Roth IRA Conversion Request Form (Between Matthews Asia Funds Individual Retirement Accounts)
	Roth IRA Conversion Request Form (Convert a traditional IRA from another institution to a Matthews Asia Funds Roth IRA)
	Transfer on Death Registration
	Letter of Instruction Form
	Add a Fund Form
	Cost Basis Election Form
	Coverdell Education Savings Account Distribution Form

Connect With Us

800-789-ASIA (2742)
Monday–Friday between 9 a.m.–4:30 p.m. EST

Matthews Asia Funds
P.O. Box 534475
Pittsburgh, PA 15253-4475

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