The following forms and documents are available on-line for your convenience. You must have Adobe Acrobat Reader to view the information. Please note that the form cannot be filled out on line. You should print the form then follow the instructions on the form.

Click here to view information for Individual Investors.

Applications and Forms for Non-Retirement Accounts

Download this application to open a NEW non-retirement account.

Download this application to open a NEW account for class "I" ONLY.

Download this application to open a NEW account for class "Z" ONLY.

Download this form to certify the list of individuals authorized to act within the corporation, organization or partnership on the account.

Download this form to change the registation on a non-retirement account to reflect a transfer on death (TOD) designation.

Download this form ONLY if you are planning on making a series of purchases of class A shares of $25,000 or more over a 13-month period for a reduced sales charge.

Download this form to have funds from your paycheck automatically invested into the Funds. This is not available for Alger sponsored Retirement accounts.

Download this form to give shares of your existing account as a gift to an individual or charity.

Forms to Add or Change Information & Services on Existing Accounts

Download this form and the New Account Application to change the legal registration for an existing account.

Download this form to add options to an existing account. Services you may add are: Automatic Investment Plan (AIP); Systematic Withdrawal Plan (SWP); Dividend/Capital Gain Payment; Statement Delivery; Electronic Transfers; and Wire Redemptions. Some services are NOT available to retirement accounts.

Download this form to change the last name on an existing INDIVIDUAL account ONLY.

Download this form to appoint a Power of Attorney to an existing account.

Use this form to elect a cost basis reporting method for your taxable Alger account.

This form is used to authorize the Alger Funds to change the financial intermediary designated on your Alger Fund account.

Applications and Forms for Traditional, Roth, SEP IRAs and Coverdell ESA Accounts

Download this application to open a NEW Traditional, Roth or SEP IRA. Also download if you wish to transfer or directly rollover an existing IRA or Qualified Retirement Plan to an Alger sponsored IRA.

Download this form to designate a beneficiary or change the current beneficiary on an existing IRA account.

Download this combined form and IRA application to convert a Traditional IRA to a Roth IRA account.

Download this form to make a distribution from an existing Traditional, Roth, or SEP IRA account.

Download this form you have reached the age 70 1/2 and are requesting to make a distribution or electing to waive the distribution.

Download this information kit for the rules and regulations applicable to Traditional, Roth and SEP IRA accounts.

COVERDELL ESA APPLICATION AND TRANSFER REQUEST FORM Download this application to open a NEW Coverdell ESA account. Also download if you wish to transfer an existing ESA to an Alger sponsored ESA.

Download this document to review the rules and regulations applicable to Coverdell ESA accounts.

Download this form if you wish to receive a full or partial distribution from your Education Savings Account.

Applications & Forms for Simple IRA Accounts

Download this form for a NEW Individual Simple IRA account. Also download if you wish to transfer an existing Simple IRA to an Alger sponsored Simple IRA

Download this form for small business owners to establish a SIMPLE IRA plan. It should be returned with the IRS Form 5304-SIMPLE.

Download this information kit for the rules and regulations applicable to SIMPLE IRA accounts.

Forms for Existing 403(B)(7) Accounts

Download this form to designate a beneficiary or change the current beneficiary on an existing 403(B)(7)account.

Download this form to make a distribution from an existing 403(B)(7) account.

Download this 403(B)(7)Custodial Agreement to review the rules and regulations applicable to 403(B)(7) accounts.

Download this form to request a full or partial hardship distribution from your 403(B)(7) Account.

Miscellaneous Forms

This form is to be used by those eligible to claim a waiver to the initial sales charge or the contingent deferred sales charge as explained in The Alger Funds prospectus.

Sign up here to have prospectuses, annual reports and other Alger documents delivered to you electronically.