Forms & Applications

We've built our legacy by helping secure investors' financial futures. Over 60 years of history

Forms and Applications

Below you will find all the necessary forms and applications to open an account or make changes to your existing account.

New Account Application

For non-retirement accounts.

IRA Retirement Application

For all retirement accounts.

Valu-Matic Investment Program Application

For set-up of automatic investing.

Once completed, please mail the completed form to:

Overnight Delivery

Value Line Funds, c/o BFDS
330 W 9th Street, 1st Floor
Kansas City, MO 64105

Standard Mail

Value Line Funds, c/o BFDS
PO Box 219729
Kansas City, MO 64121-9729

Change Forms for Existing Shareholders
Address Change Form can be performed online by setting up or logging into your account
Name Change Request Form  
Shareholder(s) Privileges  
Transaction Request Form  
Bank Change Request Form  
Redemption Request Form for all non-retirement accounts
Redemption Request Form for retirement accounts
Transfer on Death Form  
Change of Beneficiary Form for retirement accounts
Other Available Forms
Individual W-9 Form  
Additional Information Regarding the Daily Income Fund