Ira Transfer Form - Doubleline Funds Ira (Page 2 of 3) in pdf

Investment Selection

A DoubleLine Funds IRA Account Application must be completed to process this transfer if a new account is being established. The Fund(s) and the

allocation(s) specified on the Application will be used if they are different from those indicated below.

NEW

EXISTING

ACCOUNT # (IF APPLICABLE) AMOUNT



T otal Return Bond Fund Class N

2041 DLTNX



C ore Fixed Income Fund Class N

2043 DLFNX



E merging Markets Fixed Income Fund Class N

2045 DLENX



L ow Duration Bond Fund Class N

2051 DLSNX



F loating Rate Fund Fund Class N

2055 DLFRX



S hiller Enhanced CAPE Class N

2227 DSENX



F lexible Income Fund Class N

2357 DLINX



L ow Duration Emerging Markets Fixed Income Fund



Class N

2359 DELNX



L ong Duration Total Return Bond Fund Class N

2686 DLLDX



S trategic Commodity Fund Class N

2799 DLCMX



G lobal Bond Fund Class N

5055 DLGBX



I nfrastructure Income Fund Class N

5083 BILTX



U ltra Short Bond Fund Class N

5149 DLUSX



S hiller Enhanced International CAPE Class N

6148 DLEUX

Age 70½ Information

Check one of the following:



I am under the age of 70½ and do not turn 70½ at anytime during this calendar year.



I am age 70½ or older and understand that no part of my required minimum distribution is eligible for transfer or rollover. I further

understand that there may be significant tax penalties if a rollover of my required distribution occurs.

Conversion of Traditional IRA to Roth IRA - Optional

I am converting assets from a Traditional IRA to a Roth IRA. Upon receiving the assets from my current Custodian, I instruct the

Fund’s transfer agent to invest the proceeds into a new or existing Roth IRA account, as indicated in Section Two. I understand this

may be a taxable event. By signing below I agree that I am solely responsible for all tax consequences of this conversion.

OWNER’S SIGNATURE*

DATE (MM/DD/YYYY)

*The Fund’s Transfer Agent cannot process the conversion without a signature above.

Page 2 of 3

Ira Transfer Form - Doubleline Funds Ira Page 2

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