Delaware funds forms

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Ivy Investments

 

Past performance is no guarantee of future results.

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Significant Event On December 2, 2020, Waddell & Reed Financial, Inc., the parent company of Ivy Investment Management Company, the investment adviser of the Ivy Funds, and Macquarie Management Holdings, Inc., the US holding company for Macquarie Group Limited’s US asset management business (“Macquarie”), announced that they had entered into an agreement whereby Macquarie would acquire the investment management business of Waddell & Reed Financial, Inc. (the “Transaction”). The Transaction closed on April 30, 2021. The Ivy Funds, as part of Delaware Funds by Macquarie, are now managed by Delaware Management Company and distributed by Delaware Distributors, L.P.

Before investing, investors should consider carefully the investment objectives, risks, charges and expenses of a mutual fund or portfolio. This and other important information is contained in the prospectus and summary prospectus, which may be obtained here or from a financial professional. Read it carefully before investing.

Macquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM, through its affiliates, operates as a full-service asset manager offering a diverse range of products. Macquarie Investment Management (“MIM”) is the marketing name for certain companies comprising the asset management division of Macquarie Group. Investment products and advisory services are distributed and offered by and referred through affiliates which include Delaware Distributors, L.P., a registered broker/dealer and member of the Financial Industry Regulatory Authority (“FINRA”) and Macquarie Investment Management Business Trust (“MIMBT”), a Securities and Exchange Commission (“SEC”)-registered investment advisor. Investment advisory services are provided by a series of MIMBT. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide. Delaware Funds by Macquarie refers to certain investment solutions that MIM distributes, offers, refers, or advises.

IVY INVESTMENTS℠ refers to the investment management and investment advisory services offered by MIMBT through its various series.

Other than Macquarie Bank Limited (MBL), none of the entities noted are authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these entities do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise.

© 2021 Macquarie Management Holdings, Inc.

Not FDIC Insured • No Bank Guarantee • May Lose Value

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Sours: https://www.ivyinvestments.com/content/forms

State of Delaware
Criminal Justice Council

This is a listing of Criminal Justice Council forms which are most often used by Council subgrantees. All forms are in Filable PDF format. To download a copy of any of these forms, below and save the target document to your computer. If you have any questions concerning the use of these forms, please contact your project monitor.

Subgrant Application
This form is used by approved subgrantees to apply for funds. This document becomes the contract under which the subgrant is administered.

Quarterly Progress Report
This form is used for the quarterly reports which are due within 20 days of the end of each quarter.

Final Fiscal Report
This report is to be completed within 45 days of the end of a subgrant

Request for Funds
This form is used by active subgrantees to draw down funds.

Subgrant Adjustment Request

This form is used by active subgrantees to request an amendment to the project budget.

Audit Confirmation Request

This form is used by active subgrantees to request federal funding amounts contained in grants awarded by the CJC.


Related Topics:  Delaware, Forms For Use By Subgrantees


Sours: https://cjc.delaware.gov/forms-subgrantees/
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Note: In order to save any forms completed electronically, you must use Adobe Acrobat version 7 or higher. You can download the most recent version at adobe.com.

Popular Forms

Redemption form

IRA / ESA withdrawal form

Express Transaction form

All Account Types

Maintenance

Account Maintenance Form

Use this form for non-financial maintenance such as updating a Shareholder’s name, address, date of birth, SSN, bank information or to add an additional mailing address.

Express Transaction Form

Use this form to establish telephone & internet options on an account

60 Day Reinvestment Form

Use this form to exercise your 60-day reinvestment privilege and reinvest redemption proceeds at the current net asset value without an initial sales charge.

One-Time Transactions

Systematic Transactions

Retirement Accounts

One-Time Transactions

403(b)(7) Custodial Account Agreement

Coverdell ESA Custodial Account Agreement

Exchange Account Service Request

Use this form to process a one-time exchange in a Non-Retirement, Retirement, or Coverdell account

IRA/ESA Transfer Request

Use this form for a one-time transfer out of an IRA (Traditional, Roth, SIMPLE or SEP), Coverdell, or Inherited IRA’s into an existing account

IRA/ESA Withdrawal Request

Use this form for a one-time distribution from an IRA (Traditional, Roth, SIMPLE or SEP), Coverdell, or Inherited IRA’s

Qualified Plan Transfer Request

Use this form for a one-time redemption from a TSA, 457, TSA 403B, Roth TSA, Exclusive K, 401K Roth 401K, PSP, MPP, or a Defined Benefit Plan.

Roth IRA Custodial Account Agreement

SIMPLE IRA Custodial Account Agreement

Traditional & SEP IRA Custodial Account Agreement

Systematic Transactions

Automatic Investment Service Form

Use this form to establish, cancel, defer, or make a change for an Automatic Investment Service

Flexible Withdrawal Service From

Use this form to establish, cancel, defer, or make a change for a Flexible Withdrawal Service for Retirement & Non-Retirement Accounts

Systematic Exchange Service Form

Use this form to establish, cancel, defer, or make a change for a Systematic Exchange Service

Beneficiary Life Expectancy FWS

Use this form to establish, cancel, defer, or make a change for Ivy Funds Direct to Fund Required Minimum Distribution Program for Inherited accounts

Dividend / Capital Gain Distribution Options Form

Use this form to establish or update dividends and capital gains distributions options.

Maintenance

Express Transaction Form

Use this form to establish telephone & internet options on an account

Account Maintenance Form

Use this form for non-financial maintenance such as updating a Shareholder’s name, address, date of birth, SSN, bank information or to add an additional mailing address

Beneficiary Designation for Individual Retirement Accounts

Use this form to establish or change a beneficiary designation an IRA (Traditional, Roth, SIMPLE or SEP) Coverdell, TSA 403B, Roth 403B, or Governmental 457

Beneficiary Designation for Qualified Retirement Plans

Use this form to establish or change a beneficiary designation for Exclusive K, 401K Roth 401K, PSP, MPP, Defined Benefit Plan, etc.

Successor Beneficiary Designation Form

Use this form to establish or change a beneficiary designation on an Inherited IRA (Traditional, Roth, SIMPLE or SEP), TSA 403B, Roth 403B, & Gov. 457

Non-Retirement Accounts

One-Time Transactions

Systematic Transactions

Automatic Investment Service Form

Use this form to establish, cancel, defer, or make a change for an Automatic Investment Service

Flexible Withdrawal Service From

Use this form to establish, cancel, defer, or make a change for a Flexible Withdrawal Service for Retirement & Non-Retirement Accounts

Systematic Exchange Service Form

Use this form to establish, cancel, defer, or make a change for a Systematic Exchange Service

Dividend / Capital Gain Distribution Options Form

Use this form to establish or update dividends and capital gains distributions options

Maintenance

InvestEd 529 Plan Accounts

One-Time Transactions

Systematic Transactions

Maintenance

Express Transaction Form

Use this form to establish telephone & internet options on an account

Account Maintenance Form

Use this form for non-financial maintenance such as updating a Shareholder’s name, address, date of birth, SSN, bank information or to add an additional mailing address.

Sours: https://www.ivyinvestments.com/forms
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