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Forms
Forms and Applications
Below you will find all the necessary forms and applications to open an account or make changes to your existing account.
Once completed, please mail the completed form to:
Value Line Funds
PO Box 219729
Kansas City, MO 64121-9729
New Account Applications
New Account Application
– for all non-retirement accounts
IRA Application
– for retirement accounts
Valu-Matic Investment Program Application
– for additional investing
Change Forms for Existing Shareholders
Address Change Form
Name Change Request Form
Shareholders Privilege Form
Transfer on Death Form
Transaction Request Form
Bank Change Request Form
Redemption Request Form
– for all non-retirement accounts
Redemption Request Form
– for retirement accounts
Other Available Forms
Individual W-9 Form