Telephone Redemption. Privileges You have the ability to make share redemptions, and exchanges to another position within this account, by telephone, unless you inform us otherwise. Certain restrictions apply. I do not want the ability to redeem IRA shares by telephone on this account. In this case, you will be able to make redemptions or exchanges only by sending to us a signed letter of instruction. Automatic Investment • The minimum subsequent investment is $50 per Fund if an automatic investment plan is established. • All contributions invested using the Automatic Investment Plan will be current year contributions. • We will establish your banking instructions using the voided check attached in the space provided below. Personal IRA contribution or Employer contribution I would like to automatically invest from my bank account to my IRA account on the following basis. If you do not indicate a frequency, then we will default to monthly. Monthly Quarterly Semi-annually Annually My contribution to the funds marked below will take place on the (e.g. 15th) of the month, beginning in the month of (e.g. January). If you do not indicate a date of the month, then we will default to the 15th of the month. Fund Name: Domini Impact Equity Fund (473) Investor Share Class Dollar Amount $ or Percentage % Fund Name: Domini International Impact Equity Fund (473) Investor Share Class Dollar Amount $ or Percentage % Fund Name: Domini Impact Bond Fund (501) Investor Share Class Dollar Amount $ or Percentage % Fund Name: Domini Deposit Account at PNC Bank (675) Dollar Amount $ or Percentage % All dividends and capital gains, if any, will be reinvested. Domini generally will assess a $3 monthly service charge for Domini Deposit Account at PNC Bank account positions, subject to modification or waiver at Domini’s discretion. This charge will be withdrawn automatically from your account on or about the 15th of each month (or the next applicable business day).
Appears in 2 contracts
Samples: Traditional and Roth Ira Application and Adoption Agreement, Traditional and Roth Ira Application and Adoption Agreement
Telephone Redemption. Privileges You have the ability to make share redemptions, and exchanges to another position within this account, by telephone, unless you inform us otherwise. Certain restrictions apply. I do not want the ability to redeem IRA shares by telephone on this account. In this case, you will be able to make redemptions or exchanges only by sending to us a signed letter of instruction. Automatic Investment • The minimum subsequent investment is $50 per Fund if an automatic investment plan is established. • All contributions invested using the Automatic Investment Plan will be current year contributions. • We will establish your banking instructions using the voided check attached in the space provided below. www-IRAACCT-0320 4 Personal IRA contribution or Employer contribution I would like to automatically invest from my bank account to my IRA account on the following basis. If you do not indicate a frequency, then we will default to monthly. Monthly Quarterly Semi-annually Annually My contribution to the funds marked below will take place on the (e.g. 15th) of the month, beginning in the month of (e.g. January). If you do not indicate a date of the month, then we will default to the 15th of the month. Domini Sustainable Solutions Fund Name: Investor Share Class 450 CAREX $ or % $50 Domini Impact Equity Fund (473) Investor Share Class Dollar Amount 473 DSEFX $ or Percentage % Fund Name: $50 Domini International Impact Equity Fund (473) Investor Share Class Dollar Amount 430 DOMIX $ or Percentage % Fund Name: $50 Domini Impact Bond Fund (501) Investor Share Class Dollar Amount 501 DSBFX $ or Percentage % Fund Name: $50 Domini Deposit Account at PNC Bank (675) Dollar Amount Investor Share Class 675 -------- $ or Percentage % All dividends and capital gains, if any, will be reinvested. Domini generally will assess a $3 monthly service charge for Domini Deposit Account at PNC Bank account positions, subject to modification or waiver at Domini’s discretion. This charge will be withdrawn automatically from your account on or about the 15th of each month (or the next applicable business day).
Appears in 1 contract
Samples: Traditional and Roth Ira Application and Adoption Agreement
Telephone Redemption. Privileges You have the ability to make share redemptions, and exchanges to another position within this account, by telephone, unless you inform us otherwise. Certain restrictions apply. I do not want the ability to redeem IRA shares by telephone on this account. Automatic Investment In this case, you will be able to make redemptions or exchanges only by sending to us a signed letter of instruction. Automatic Investment • The minimum subsequent investment is $50 per Fund if an automatic investment plan is established. • All contributions invested using the Automatic Investment Plan will be current year contributions. • We will establish your banking instructions using the voided check attached in the space provided below. Personal IRA contribution or Employer contribution I would like to automatically invest from my bank account to my IRA account on the following basis. If you do not indicate a frequency, then we will default to monthly. Monthly Quarterly Semi-annually Annually My contribution to the funds marked below will take place on the (e.g. 15th) of the month, beginning in the month of (e.g. January). If you do not indicate a date of the month, then we will default to the 15th of the month. Fund Name: Domini Impact Equity Fund (473) Investor Share Class Dollar Amount $ or Percentage % Fund Name: Domini International Impact Equity Fund (473) Investor Share Class Dollar Amount $ or Percentage % Fund Name: Domini Impact Bond Fund (501) Investor Share Class Dollar Amount $ or Percentage % Fund Name: Domini Deposit Account at PNC Bank (675) Dollar Amount $ or Percentage % All dividends and capital gains, if any, will be reinvested. Domini generally will assess a $3 monthly service charge for Domini Deposit Account at PNC Bank account positions, subject to modification or waiver at Domini’s discretion. This charge will be withdrawn automatically from your account on or about the 15th of each month (or the next applicable business day).
Appears in 1 contract
Samples: Traditional and Roth Ira Application and Adoption Agreement
Telephone Redemption. Privileges You have the ability to make share redemptions, and exchanges to another position within this account, by telephone, unless you inform us otherwise. Certain restrictions apply. I do not want the ability to redeem IRA shares by telephone on this account. In this case, you will be able to make redemptions or exchanges only by sending to us a signed letter of instruction. Automatic Investment • The minimum subsequent investment is $50 per Fund if an automatic investment plan is established. • All contributions invested using the Automatic Investment Plan will be current year contributions. • We will establish your banking instructions using the voided check attached in the space provided below. Personal IRA contribution or Employer contribution I would like to automatically invest from my bank account to my IRA account on the following basis. If you do not indicate a frequency, then we will default to monthly. Monthly Quarterly Semi-annually Annually My contribution to the funds marked below will take place on the (e.g. 15th) of the month, beginning in the month of (e.g. January). If you do not indicate a date of the month, then we will default to the 15th of the month. Fund Name: Domini Impact Equity Fund (473) Investor Share Class Dollar Amount $ or Percentage % Fund Name: Domini International Impact Equity Fund (473430) Investor Share Class Dollar Amount $ or Percentage % Fund Name: Domini Impact Bond Fund (501) Investor Share Class Dollar Amount $ or Percentage % Fund Name: Domini Deposit Account at PNC Bank (675) Dollar Amount $ or Percentage % All dividends and capital gains, if any, will be reinvested. Domini generally will assess a $3 monthly service charge for Domini Deposit Account at PNC Bank account positions, subject to modification or waiver at Domini’s discretion. This charge will be withdrawn automatically from your account on or about the 15th of each month (or the next applicable business day).
Appears in 1 contract
Samples: Traditional and Roth Ira Application and Adoption Agreement