Forms and Applications
Below you will find all the necessary forms and applications to open an account or make changes to your existing account.
| New Account Applications | |
|---|---|
| New Account Application | for all non-retirement accounts |
| IRA Application | for retirement accounts |
| Valu-Matic Investment Program Application | to enable automatic investing |
Once completed, please mail the completed form to:
Overnight Delivery
Value Line Funds, c/o BFDS
330 W 9th Street, 1st Floor
Kansas City, MO 64105
Standard Mail
Value Line Funds, c/o BFDS
PO Box 219729
Kansas City, MO 64121-9729
| Change Forms for Existing Shareholders | |
|---|---|
| Address Change Form | |
| Name Change Request Form | |
| Shareholder Privileges Form | |
| Transaction Request Form | |
| Bank Change Request Form | |
| Redemption Request Form | for all non-retirement accounts |
| Redemption Request Form | for retirement accounts |
| Transfer on Death Form |
| Other Available Forms |
|---|
| Individual W-9 Form |