Prospectuses & Reports

 

  • Summary Prospectuses
  • Statutory Prospectus
  • Statement of Additional Information
  • Annual Report
  • Semi-Annual Report
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Before you invest or send money, you must carefully review the current prospectus or summary prospectus for the fund(s) in which you are investing.

Account Application

For the following accounts:

  • Individual or Joint
  • Gift/Transfer to Minor (UGMA/UTMA)
  • Trust
  • Corporation or Other Entity
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Education Savings Account Application

For the following accounts:

  • Education Savings Account
  • Rollover an existing Education Savings Account
  • Transfer an existing Education Savings Account

In order to transfer your Education Savings Account directly from another custodian, you must also complete an Artisan Partners Education Savings Account Transfer Form.

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Education Savings Account Disclosure Statement & Custodial Agreement

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IRA Account Application
For the following accounts:

  • Traditional IRA (Rollover, Transfer, SEP-IRA, SARSEP, Inherited IRA)
  • Roth IRA (Rollover, Transfer)
  • Recharacterized Contribution

To transfer an existing IRA you must also complete an Artisan Partners Funds IRA Transfer Form.

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IRA Disclosure Statement & Custodial Agreement
 
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IRA Transfer Form

Transfer Traditional IRA, Roth IRA, Rollover IRA or SEP-IRA assets to an Artisan Partners Funds IRA from your current custodian.

IMPORTANT: For a direct rollover from an employer-sponsored retirement plan, do not use this form. Simply check the correct box on the Artisan Partners Funds IRA Account Application.

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IRA Designation/Change of Beneficiary Form

Designate or change the beneficiary(ies) for your Traditional IRA, Roth IRA, or SEP-IRA account. 

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IRA Distribution Request Form

Request a distribution from your Artisan Partners Funds Traditional or Roth IRA account. Do not use this form for an IRA conversion.

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Education Savings Account Transfer Form

Transfer Education Savings Account assets to an Artisan Partners Funds Education Savings Account from your current custodian.

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Non-IRA Redemption Form

Redeem shares from your Artisan Partners Funds non-IRA account. Do not use this form to request a distribution from any type of Artisan Partners IRA account.

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Shareholder Account Options Form

Add or change the options on your account, such as:

  • Account Address
  • Bank Account
  • Cost Basis Method
  • Distribution Options
  • Telephone Redemption
  • Telephone Purchase
  • Systematic Withdrawal Plan (SWP)
  • Automatic Investment Plan (AIP)
  • Name Change
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Gift or Transfer of Shares Form

Make a gift or transfer shares to an individual or a non-profit organization.

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Investment Kits, Additional Applications and Forms

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