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Nationwide Funds Mutual Fund Application
To invest in one of the listed Nationwide Funds, please complete an application. You may establish features such as "Automatic Asset Accumulation" and "Automatic Asset Transfer" when establishing your account(s).

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I hereby agree that I have read the prospectus and that I am a U.S. resident.

Nationwide Funds IRA Application
Nationwide Education Account Application
Nationwide Funds offers a range of retirement products such as Roth, Traditional, Spousal, SEP IRA and Coverdell Education Savings Accounts. Within the application, you may select to have funds transferred from another custodian by completing the authorization form.

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I hereby agree that I have read the prospectus and that I am a U.S. resident.

Nationwide Funds IRA Custodial Agreement
Nationwide Funds IRA Transfer/Rollover Form
Nationwide Education Account Custodial Agreement
Nationwide Funds Prospectuses

*One of the boxes must be checked to proceed.

Account services forms:

IRA Beneficiary Designation Form
Complete this form to add or change a primary or contingent beneficiary designation on an existing Nationwide Funds IRA.

IRA Beneficiary Distribution Form
Use this form when an IRA is to be distributed to the beneficiaries listed on an account(s). A signature guarantee is required on this form. Please provide an account number or application that the distributions are to be deposited into.

IRA Distribution Form
This form must be used when a shareholder is requesting a distribution from his or her Nationwide Funds IRA(s). You can establish systematic distributions, required minimum distributions (RMD) and one-time distributions. This form requires a signature guarantee.

Required Minimum Distribution (RMD) Form - Retirement Account
This form may be used when a shareholder would like for Nationwide Funds to calculate and distribute the required minimum distribution from his or her Nationwide Funds IRA(s). You may select the distribution method and time frame. This form may require a signature guarantee, depending on options selected.

Coverdell Education Savings Account Distribution Form
Use this form for all distributions from your Nationwide Funds Coverdell Education Savings Account(s). This form also may be used if you have made an excess contribution to the Coverdell account. A signature guarantee is required on this form.

Transfer on Death (TOD) Form
Nationwide Fund accounts may be registered as TOD, which allows the account(s) to transfer to designated beneficiaries upon the death of the shareholder. Complete this form to have your account(s) registered as TOD.

Affidavit of Domicile Form
This form will be used as a documentation of a shareholder's legal residence at the time of his or her death. This form will require a notary public to stamp and sign.

Name Change Request Form
Complete this form if you need to have a registration name changed on your Nationwide Funds account(s) due to change in marital status, legal name change, etc. Do not use this form to re-register an account to a different individual. A signature guarantee of all account owners is required. A copy of a marriage certificate or court document may be used in lieu of a signature guarantee.

Sales Load Waiver Certification Form
Some shareholders may qualify for a reduction or waiver of sales charges. Please review "Waiver of Class A Sales Charges" located in the prospectus under the "Choosing a Share Class" section.

Certain forms require either a notary public signature or a signature guarantee. These are not the same or interchangeable. 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. Completed forms should be mailed to:

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

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