TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement.
A. Traditional IRA (The minimum initial investment in each share class is $2,500. Make checks payable to the Catalyst Funds).
TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement.
A. Traditional IRA (Please refer to the Fund’s prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual Funds).
TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement.
A. Traditional IRA (The minimum initial investment for Investor Class shares is $500 per fund; however, the minimum initial investment is waived if you are signing up for an automatic investment plan. The minimum initial investment for Institutional Class shares is $100,000 per fund for all accounts. Make checks payable to the Parnassus Funds).
TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement.
A. Traditional IRA (The minimum initial investment in Class A and C shares is $1,000. Institutional Class minimum is $250,000. Make checks payable to the Nile Funds).
