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Mutual Funds  
 
Literature & Forms
Fund-specific Prospectuses & Shareholder Reports General Forms  For Advisors 
General Applications
Form Name
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E-mail to Client
Account Application
PDF 
File  
Qualified Plan Account Application
PDF 
File  
Qualified Plan Account Application - R Shares
PDF 
File  
General Forms
Form Name
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E-mail to Client
Auto-Exchange Application
PDF 
File  
Auto-Invest Form
PDF 
File  
Automatic Withdrawal Application
PDF 
File  
Fund Link Form
PDF 
File  
Non-Retirement Plan Transfer Request Form
PDF 
File  
Transfer On Death (TOD) Registration Request Form
PDF 
File  
Wire Redemption Authorization Form
PDF 
File  
Retirement - 403(b)(7)
Form Name
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E-mail to Client
403(b)(7) Custodial Account Forms Booklet
PDF 
File  
403(b)(7) Hardship Distribution Form
PDF 
File  
403(b)(7) Plan Distribution Form
PDF 
File  
Retirement - IRA
Form Name
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E-mail to Client
IRA Account Forms Booklet
PDF 
File  
IRA Change of Beneficiary Form
PDF 
File  
IRA/Roth IRA Distribution Form
PDF 
File  
Roth IRA Account Forms Booklet
PDF 
File  
Roth IRA Conversion Form
PDF 
File  
Retirement - SEP-IRA
Form Name
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E-mail to Client
SARSEP - IRA Individual Retirement Account Enrollment Kit
PDF 
Link  
SEP-IRA Employer Guide
PDF 
File  
SEP-IRA Enrollment Guide
PDF 
File  
Retirement - Simple IRA
Form Name
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E-mail to Client
Simple IRA Employee Guide
PDF 
File  
Simple IRA Employer Guide
PDF 
File  

Investors should consider the investment objectives, risks, charges and expenses of any mutual fund carefully before investing. This and other information is contained in the fund´s prospectus and summary prospectus, if available, which may be obtained by contacting your financial advisor. Click here for a complete list of the PIMCO Funds and Allianz Funds prospectuses and summary prospectuses. Please read them carefully before you invest or send money.

Sales literature and other marketing materials containing performance and portfolio characteristics contain data primarily for Class A shares. For performance and other portfolio information about other classes of shares (for example, B, C, D, Institutional, and Administrative shares), see the Performance and Portfolio tabs on this fund’s web screens or consult your financial advisor.

 

No part of these publications may be reproduced in any form, or referred to in any other publication, without express written permission.  These publications are distributed for educational purposes only and are not recommendations or offers for the purchase or sale of any particular security, strategy or investment product. Some materials, products and services may not be available at certain broker/dealer firms. 

 

PIMCO Funds and Allianz Funds are distributed by Allianz Global Investors Distributors LLC, 1345 Avenue of the Americas, New York, NY 10105-4800, www.allianzinvestors.com, 1-888-877-4626.

Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED


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