
Here are all the forms you’ll need to manage your Blue Fund account:
NON-RETIREMENT ACCOUNTS
TRADITIONAL IRA ACCOUNTS
- Open an account
- IRA Rollover Certification
- IRA Distribution Statement
- IRA Designation of Beneficiary
- IRA Transfer Request
- IRA Direct Rollover Request
ROTH IRA ACCOUNTS
- Open an account
- Roth IRA Rollover Certification
- Roth IRA Distribution Statement
- Roth IRA Designation of Beneficiary
- Roth IRA Transfer Request
Please complete the following steps to finalize your application to The Blue Fund:
- Print and fill out the form with your signature in the appropriate sections
- Write out a check for your initial investment to The Blue Fund
- Send both the completed application and investment check to:
Regular mail:
The Blue Fund
PO Box 182056
Columbus, OH 4321
Overnight mail:
The Blue Fund
3435 Stelzer Road
Columbus, OH 43219
