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Shareholder Forms

	Form Name
	Retail Account Application
	Institutional Account Application
	Traditional IRA Application
	Roth IRA Application
	Coverdell Education Savings Account Application
	SIMPLE IRA Application
	Disclosure Amendment
	IRA Distribution Form
	Required Minimum Distribution (RMD) Form
	Change of Beneficiary Form
	Check Writing Signature Card (for Money Market accounts)
	W-9 Form Request for Tax Payer Identification Number and Certification
	Transfer on Death Beneficiary Registration Form

Mailing Information
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Instructions

To ORDER shareholder reports and forms, please check the appropriate box(es) and provide us with your mailing information at the bottom of the page. We’ll make sure you receive your order in just a few days.

To immediately VIEW and PRINT literature and educational materials, please click the report name.

BB&T Funds are:
Not a deposit • Not FDIC insured • Not guaranteed by the bank • Not insured by any government agency • May lose value

An investor should consider a fund’s investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the BB&T Funds can be found in the Funds’ prospectus. To obtain a prospectus, please call 1-800-228-1872. Please read the prospectus carefully before investing.

BB&T Asset Management, Inc., a wholly owned subsidiary of BB&T Corporation, serves as investment adviser to the BB&T Funds and is paid a fee for its services as described in the prospectus. The Funds are distributed by BB&T AM Distributors, Inc., which is not affiliated with Branch Banking and Trust Company or its affiliates. Investment Counselors are employed by BB&T Investment Services, Inc., Member FINRA/SIPC, a wholly owned subsidiary of Branch Banking and Trust Company. The Funds are not insured by the FDIC or any other government agency.

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