Forms & Documents

Forms & Documents

Type Description
New Account Application New account form for Individual, Joint, UGMA, Trust, and Corporate accounts.
Subsequent Investment Slips Subsequent additional investments.
Parnassus Automatic Investment Plan Invest money on a set periodic basis with Parnassus.
Redemption Request Form Redemptions requests for non-IRA accounts.
Transfer on Death Registration Designating beneficiaries for your non-IRA account.
Change of Address Form Change of Address may also be submitted online from the Update Your Information page after logging in to your account.
Cost Basis Method Cost basis disposition method for share redemptions.
Type Description
1099-DIV Instructions Tax form instructions for Income Dividend and Capital Gain Distributions.
1099-B Instructions Tax form instructions for non-retirement account redemptions.
1099-R Instructions Tax form instructions for retirement account redemptions.
1042-S Instructions Tax form instructions for non resident alien accounts.
5498 Instructions Tax form instructions for IRA accounts.
Shareholder 2013 Tax Letter Shareholder letter with year-end distribution rates and definitions.
Supplemental Tax Information Percentage of Direct Obligation and Agency Income

 

About Adobe PDF files

Some of our forms and documents are available as Adobe PDF files to give the best possible print format, and the free Adobe Reader application is required for viewing. To read PDF files or if you are experiencing viewing difficulties, please download and install the latest version of Adobe Reader. For more information, please see our website requirements in our Frequently Asked Questions.