Mutual Fund Forms. Account options form for all accounts. Add or update banking information; Add or update automatic investment, withdrawal and or joint tenant account; Survivor re-registration and redemption options form (PDF) (PDF). How do you open a joint account? · Complete an application form with their personal details · Provide proof of address, such as a utility bill or other bank statement. John Kay, an Illinois-based family law attorney at Hurst, Robin and Kay, says that “funds held in any form of joint account are presumptively '.