Applications and Forms - Madison Funds

Regular Individual, Joint and Corporate Accounts

New Account Application – Class A and C Shares

New Account Application – Class A and C Shares

New Account Application – Class Y Shares

New Account Application – Class Y Shares

New Account Application – Class I and R6 (Corporate, Trust & Associations only)

New Account Application – Class I and R6 (Corporate, Trust & Associations only)

Transfer Request Form

Transfer Request Form

Account Maintenance Form

Account Maintenance Form

Cost Basis Method Election Form

Cost Basis Method Election Form

IRA and Roth IRA Accounts

IRA and Roth Application – Class A and C Shares

IRA and Roth Application – Class A and C Shares

IRA and Roth Application – Class Y Shares

IRA and Roth Application – Class Y Shares

IRA Disclosure and Custodial Agreement

IRA Disclosure and Custodial Agreement

Custodian Privacy Notice

Custodian Privacy Notice

IRA Rollover/Transfer Form

IRA Rollover/Transfer Form

IRA Account Maintenance Form

IRA Account Maintenance Form

IRA Distribution Form

IRA Distribution Form

IRA Qualified Charitable Distribution Form

IRA Qualified Charitable Distribution Form

Education Savings Accounts

Coverdell Education Savings Account Application – Class A and C Shares

Coverdell Education Savings Account Application – Class A and C Shares

Coverdell Education Savings Account Application – Class Y Shares

Coverdell Education Savings Account Application – Class Y Shares

Coverdell Education Savings Account Disclosure and Custodial Agreement

Coverdell Education Savings Account Disclosure and Custodial Agreement

Custodian Privacy Notice

Custodian Privacy Notice

Education Savings Account Transfer Request Form

Education Savings Account Transfer Request Form

Education Savings Account Maintenance Form

Education Savings Account Maintenance Form

Education Savings Account Distribution Form

Education Savings Account Distribution Form

457 Plan Accounts

457(b) Plan New Account Application

457(b) Plan New Account Application

457(f) Plan New Account Application

457(f) Plan New Account Application

Employer New Plan Set-Up Form

Employer New Plan Set-Up Form

Employer Participant Contribution Remittance Form

Employer Participant Contribution Remittance Form

Participant Investment Elections Form

Participant Investment Elections Form

457 Plan Distribution Form: Call 1-800-356-2644 (Ext. 6651035)

Call 1-800-356-2644 (Ext. 6651035)

403(b) Accounts

403(b) Custodial Account Agreement

403(b) Custodial Account Agreement

Custodian Privacy Notice

Custodian Privacy Notice

403(b) Distribution Request Form

403(b) Distribution Request Form

403(b) Maintenance Form

403(b) Maintenance Form

Miscellaneous Forms

Account Registration Change Form

Account Registration Change Form

Power of Attorney Form

Power of Attorney Form

One and the Same Form

One and the Same Form

Payroll Deduction/Direct Deposit Form

Payroll Deduction/Direct Deposit Form

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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.