Account Information
Account Information
- Forms
- New Account App - Inst INV0068-INST/REV1016
- New Account App - Retail INV0068 CLASS A/REV1016
- Certification Regarding Beneficial Owners of Legal Entity Customers - MTB003233
- Privacy Notice
- Letter of Intent - MTB-AP-011-0907 INV0112/REV0312
- Check Writing Card - INV0070/REV1016
- Systematic Investment / Withdrawal Form - MTB-AP-086-0907 INV0069/REV0312
- Transfers Form - TRANSFER/REV0312
- Payroll Automatic Deduct Form - M&T Bank Only - PAYROLL AUTO/REV0312
- View your account
- 2024 Estimated Capital Gains
- 2023 SSF and 12b1 Fees
- 2023 Year-End Tax Information
- 2024 Proxy Election of Trustees
- US Government Obligations Breakdown 2023
- Federal Alternative Minimum Tax (AMT) 2023
- Corporate Dividends Received Deduction (DRD) 2023
- Foreign Tax Credit 2023
- Qualified Dividend Income 2023
- State by State Income Breakdown 2023
These forms are for shareholders with accounts held directly with Wilmington Funds
New Account Forms
Please fill out the New Account Form CLASS I SHARES AND SELECT SHARES Account Applicaiton
Please read the Privacy Policy
Please fill out the New Account Form CLASS A, SERVICE & ADMINISTRATIVE SHARES Account Applicaiton
Please read the Privacy Policy
* Must be completed when opening an account for certain legal entities.
Other Forms
The information provided is general in nature and is not intended to be considered legal, tax, estate planning, or accounting advice, as such advice always involves the consideration of individual circumstances. For legal, tax, estate, or accounting advice specific to your individual circumstances, we suggest that you consult your attorney, accountant or tax advisor.
Tax information contained herein is from sources deemed reliable, but no guarantee is made as to its accuracy or completeness.