• Applications and Forms
To view, complete or download a form, click the form name. Forms are PDFs, which require Adobe Reader to view and print. For best results, use Reader 9.0 or above. (Download the latest version for free from Adobe.)  

Note: The Madison Funds are typically sold through financial advisers, whose guidance can assist you with your investment goals and time frame and assess your risk tolerance. These, among other factors, will help you choose the type of account, fund(s) and share class to invest in.  A financial adviser will assist you with completing the necessary forms to invest in the Madison Funds. 
If you do not have an adviser, need assistance with a form or would like a form mailed to you, contact Shareholder Services at 1-800-877-6089, Monday through Friday, 8:00 a.m. to 7:00 p.m., Central time. For help after hours, submit a Service Request Form and a service professional will contact you or mail the requested form the next business day.

Regular Individual, Joint and Corporate Accounts

New Account Application - Class A and C Shares
New Account Application - Class Y Shares
New Account Application - Class I and R6 (Corporate, Trust & Associations only)
Transfer Request Form
Account Maintenance Form
Cost Basis Method Election Form

457 Plan Accounts

457(f) Plan New Account Application
Employer New Plan Set-Up Form
Employer Participant Contribution Remittance Form
Participant Investment Elections Form
457(b) Plan Distribution Form (Please contact EBS Dept. 1-800-356-2644 ext. 1035)
457(f) Plan Distribution Form (Please contact EBS Dept. 1-800-356-2644 ext. 1035)

Shareholder Account Access

Check balances, buy and exchange funds, view or print account statements.

Account access

Contact Us

Shareholder Services:

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