Forms & Applications

($2500 minimum, $1000 minimum for Money Market-Bedford Shares)

• Download the correct prospectus.
• Account Application (318 KB, PDF)

To Open a Traditional, Roth or SEP IRA - $500 minimum

• Download the correct prospectus
• ALL IN ONE:  Application, Disclosure Statement & Custodial Account Agreement (434 KB, PDF)

(The above document includes Rollover and Transfer of Assets forms)

To Open a SIMPLE IRA - $500 minimum

• Download the correct prospectus
• ALL IN ONE:  Application, Disclosure Statement & Custodial Account Agreement (274 KB, PDF)

(The above document includes Rollover and Transfer of Assets forms)

To Open a Coverdell Education Savings Account - $500 minimum 

• Download the correct prospectus
• ALL IN ONE:  Application, Disclosure Statement & Custodial Account Agreement (310 KB, PDF) (The above document includes Rollover and Transfer of Assets forms)

($1 Million Minimum, $100,000 for ASTON/Lake Partners LASSO Alternatives Fund, ASTON/DoubleLine Core Plus Fixed Income Fund and the ASTON/River Road Dividend All Cap Value Fund II.

• Download the correct prospectus.
• Application for All I Class Funds (278 KB, PDF)