Nationwide Funds offers a range of retirement products such as traditional, Roth, spousal or SEP IRAs. The instructions and forms on this page are for retirement products for U.S. citizens only. For those interested in general investing and/or opening an education account, please click the following link:
Invest in Nationwide Funds
Open a education account
To open a retirement account:
- Obtain the Funds' prospectuses and read them carefully.
- Download a Nationwide Funds account application, read it carefully and follow all the directions. Other forms may be required; please consult the application, for complete instructions. Within the application you may select to have funds transferred from another custodian by completing the authorization form.
- Return a completed application and all necessary forms along with payment or payment instructions to one of the following addresses.
By regular mail:
Nationwide Funds
P.O. Box 182205
Columbus, OH 43218-2205
By express or overnight service:
Nationwide Funds
3435 Stelzer Rd., Suite 1000
Columbus, OH 43219
The box below must be checked to download an application.
Nationwide Funds IRA Application
Nationwide Funds Custodial Agreement
Nationwide IRA Transfer/Rollover Form
Nationwide Funds Prospectuses
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I hereby agree that I have read the prospectus and that I am a U.S. citizen. |
Certain forms may require either a notary public signature or a signature guarantee. These are not the same or interchangeable terms; please refer to the individual document to determine which is required. Should you have any questions, please contact one of our representatives at 800-848-0920.