Forms Library

For you convenience we have made the Sit forms available for you online. They are in Adobe Acrobat format and require Adobe Acrobat Reader, which is available for free from Adobe's website.

Affidavit of Domicile

Applications
After reading the prospectus, you can download an application. There are applications for regular accounts and IRA accounts.

• Non-IRA Application
• Traditional and Roth IRA Application and Disclosure Statement
• Coverdell Application & Adoption Agreement
• SIMPLE Application and Adoption Agreement

Checkwriting Form
Using this form, shareholders can establish checkwriting privileges on any of Sit's bond Funds.

Cost Basis Election Form
New tax regulation requires that you choose a method of cost basis calculation for your accounts that are subject to Form 1099-B tax reporting.

Coverdell Education Savings Account (Coverdell ESA) Withdrawal Authorization Form

Coverdell Education Savings Account (Coverdell ESA) Transfer of Assets Form

403(b) Custodial Account Beneficiary Designation Change Form

403(b) Distribution Form

Investment Slip
If you run out of the pre-printed investment slips, you can use these blank forms to invest additional money.

IRA Change of Account Information Form
Changes of address, name or beneficiaries as well as adjustments to your automatic investment plan can be made with this form.

IRA Distribution Form
In order to redeem shares of your IRA, this form must be submitted.

IRA Transfer/Direct Rollover Form
The IRA Transfer Form will allow you to liquidate and transfer your IRA assets to Sit Mutual Funds from a different financial institution.

Non-IRA Change of Account Information Form
If you're trying to change your address or the way your name is listed on your account, then this is the form for you.

Non-IRA Change of Account Options Form
Use this form to add or modify options on your account. Services like telephone redemption; automatic plans for investing and exchanging; and dividend payment options with bank information are included on this form.

Recharacterization Request Form

Required Minimum Distribution Election Form

Roth IRA Conversion Request Form
To convert a traditional IRA to a Roth IRA you will need to complete this form.

SIMPLE IRA Transfer Form

SIMPLE Individual Retirement Account (IRA) Distribution Request Form
Do not use this form for required minimum distributions. To make a required minimum distribution from a SIMPLE IRA please contact an Investor Services Representative at 1-800-332-5580 for the correct form.