Retirement Account Service Forms


  • ACH Electronic Funds Transfer Form - Plan Contributions

    Form used to establish the Automated Clearing House (ACH) privilege that allows you to transfer money directly between your fund account(s) and your bank account by electronic funds transfer.

    View and print
  • Application for CPI Web

    Form used to activate online access as plan sponsor for 401(k), profit sharing, money purchase pension, SEP IRA or SIMPLE IRA retirement plans.

    View and print
  • Direct Rollover Form

    Form used to transfer an employer sponsored retirement plan to a Columbia Management retirement plan.

    View and print
  • IRA Beneficiary Designation Form

    Form used to update your beneficiary elections on your Columbia Management IRA, Roth IRA, SEP IRA, SAR-SEP IRA, SIMPLE IRA or 403(b) plans.

    View and print
  • IRA Distribution Form

    Form used to complete a full or partial distribution from a Traditional IRA, Roth IRA, or SEP IRA.

    View and print
  • IRA Optional Services/Change Request Form

    Form used to establish or change account options for an existing Individual Retirement Account (IRA).

    View and print
  • IRA Transfer Form

    Form used to transfer your IRA at another company directly to a Columbia Management IRA plan.

    View and print
  • Prototype Retirement Plan Fees

    A snapshot of retirement plan fees.

    View and print
  • Prototype Qualified Plan Status Change Form

    Use this form if you are adopting another sponsor's plan document, thereby terminating your Columbia Management Prototype Plan status.

    View and print
  • Qualified Distribution Form

    Form used to submit a distribution request from a custodial qualified retirement plan.

    View and print
  • Roth Conversion Form

    Form used to convert a Traditional IRA to a Roth IRA.

    View and print



Have questions?
For assistance, please contact us at
1 (800) 345-6611, Monday through Friday,
8:00 a.m. to 7:00 p.m. ET.