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
• IRA Application
• Coverdell Application
• SIMPLE IRA Application

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

Coverdell Custodial Agreement

Coverdell Distribution Form

Coverdell Rollover Form

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

IRA Transfer 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.

Request for IRA Recharacterization

Roth IRA Custodial Agreement

SIMPLE IRA Transfer Form

SIMPLE IRA Withdrawal 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.

SIMPLE IRA Custodial Agreement

Traditional IRA Custodial Agreement