Investment Account Forms Tamara G January 12, 2018 23:54 Follow To add a beneficiary to your mutual fund account, click here! To change your address (or phone or email), click here! Have more questions? Submit a request Comments Related articles Retirement Account Forms Summit Account Forms When will I be able to make my first investment into one of the Aspiration Mutual Fund Accounts? How can I deposit money into my Summit Account? What is AIM?