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Forms for mutual funds and savings

Electronic submission of mutual fund forms

On this page you will find downloadable forms for mutual funds and savings. Find the form you need, download, fill out and submit by tapping here:

Deceased’s estate settlement

If it is in regard to a deceased person’s estate settlement, you can upload documents and report the settlement here

Read more about it here

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Form for buying mutual funds

Platform fees are charged to all customers over the age of 18.

Purchase form (pdf)Purchase form for amounts over NOK 5 million (PDF, Norwegian)Purchase form for children and people without legal capacity (PDF, Norwegian)

Form for redeeming mutual funds

Redemption of mutual fund shares (all funds) (PDF, Norwegian)Redemption of mutual fund shares for children and people without legal capacity (PDF, Norwegian)Redemption and settlement of deceased’s estate (PDF, Norwegian)

Share savings account

*can be used for split/division into own share savings account, deceased’s estate and in the event of a divorce.

Please note that the underlying prices for transferring shares apply. See the prices here

Form for splitting share savings account* (PDF, Norwegian)Close share savings account (PDF, Norwegian)Transfer of share savings account to a share savings account in DNB (PDF, Norwegian)

Share savings account for children

Customers under the age of 18 will not be charged platform fees.

Purchase form for share savings account for mutual funds for children and people without legal capacity (PDF, Norwegian)Moving a share savings account to share savings account for children and people without legal capacity (PDF, Norwegian)Transfer of share savings account held by a person without legal capacity to the guardian’s share savings account in DNB (PDF, Norwegian)

Form for transfer and moving of shares

*to transfer fund shares, the recipient must be a customer of DNB. If the recipient is under 18 years of age, the guardian must first register the child as a customer of DNB.

Change of mutual fund (PDF, Norwegian)Transfer of mutual fund shares to another party (PDF, Norwegian)Transfer of shares to a person without legal capacity (PDF, Norwegian)

Form for transfer and moving of shares

Transfer of shares from a person without legal capacity (PDF, Norwegian)

Other forms

NB! When you give disposal authorisation, this authorisation applies for the entire mutual fund holding.

Disposal authorisation (used to see others’ mutual fund holdings in the online bank/Spare app) (PDF, Norwegian)Changing/deleting of savings scheme (PDF, Norwegian)Set up of disbursement agreement (PDF, Norwegian)

Other forms

Authorisation form for businesses/private limited companies (used to see the company’s holding in the personal online bank) (PDF, Norwegian) Choice of payment method for platform feesAuthorisation to manage share savings account (PDF)