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).
Appears in 3 contracts
Samples: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement
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 Class A and Investor shares is $2,500. Institutional minimum is $100,000. Make checks payable to the Catalyst Absolute Capital Funds).
Appears in 2 contracts
Samples: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement
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 Class A and C shares is $2,5001,000. Class I shares minimum is $100,000. Make checks payable to the Catalyst Swan Funds).
Appears in 2 contracts
Samples: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement
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 Minimum initial investment in each share class Class A and C shares is $2,5002,000. Class I minimum is $1,000,000. Make checks payable to the Catalyst Pinnacle Funds).
Appears in 2 contracts
Samples: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement
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 Fund account minimum initial investment in each share class is $2,5005,000 for Class A Shares and $15,000 for Class I Shares. Make checks payable to the Catalyst CMG Funds).
Appears in 2 contracts
Samples: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement
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 Class A, C, and R shares is $2,500. Class I minimum is $100,000. Make checks payable to the Catalyst Xxxxxx Funds).
Appears in 2 contracts
Samples: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement
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 Class A, Class C and Class N shares is $2,5001,000. The minimum initial investment in Institutional Class shares is $100,000. Make checks payable to the Catalyst Eventide Funds).
Appears in 2 contracts
Samples: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement
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 Fund account minimum initial investment in each share class for Class N Shares is $2,5001,000 and Class I Shares is $100,000. Make checks payable to the Catalyst FundsIssachar Fund).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Minimum initial investment in each share class Class A shares is $2,5005,000. Class I minimum is $1,000,000. Make checks payable to the Catalyst FundsThe Covered Bridge Fund).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Class A, C, and R shares is $2,500. Class I minimum is $100,000. Make checks payable to the Catalyst Xxxxxx Funds).. □
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Fund account minimum initial investment in each share class is $2,500. Make checks payable to the Catalyst FundsRecurrent Investment Advisors.).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Fund account minimum initial investment in each share class is $2,5001,000 for Class A, C & R shares. The minimum for Class I shares is $100,000. Make checks payable to the Catalyst BTS Funds).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Fund account minimum initial investment in each share class for Institutional Class shares is $2,5002,000. Make checks payable to the Catalyst Red Cedar Funds).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Class A, Class N, Class A1, Instl Class, Class I1 and Class C, the minimum initial investment in each share class is $2,50010,000. Investor Class minimum initial investment is $100,000. Make checks payable to the Catalyst Sierra Mutual Funds).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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).the
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Fund account minimum initial investment in each share class is $2,500. Make checks payable to the Catalyst FundsFree Enterprise Action Fund).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Minimum initial investment in each share class the Fund is $2,50010,000. Make checks payable to the Catalyst Quantified Funds).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Fund account minimum initial investment in each share class is $2,5001,000 for Class A and Class C, $100,000 for Class I Shares. Make checks payable to the Catalyst Xxxxxxxx Xxxxxxxx Funds).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Class A and C shares is $2,500. Class I minimum is $100,000. Make checks payable to the Catalyst FundsDeer Park Total Return Credit Fund).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Institutional Shares minimum initial investment in each share class is $2,500. 2,000,000 and $2,500 for Investor Class, Class A and C Shares of all Funds.) Make checks payable to the Catalyst Leader Funds).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Fund account minimum initial investment in each share class is $2,5001,000 for Class A, C & L shares, Class I shares minimum is $1,000,000. Make checks payable to the Catalyst FundsTotal Income+ Real Estate Fund).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Minimum investment in each share class Class A & Class C shares is $2,5005,000. Class I shares minimum is $5,000,000. ) Make checks payable to the Catalyst Funds)PCS Commodity Strategy Fund.
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 all share class classes is $2,5001,000. Make checks payable to the Catalyst Centerstone Funds.).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Minimum initial investment in each share class Class A, C and I shares is $2,500. Make checks payable to the Catalyst AlphaCentric Funds).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 $2,5002,500 for Class N Shares and $100,000 for Institutional Shares. Make checks payable to the Catalyst FundsMoerus Worldwide Value Fund).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Minimum initial investment in each share class is $2,500. Make checks payable to the Catalyst Funds500).
1. Annual Contributions
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Fund account minimum initial investment in each share class for Class A Shares is $2,5002,500 and $100,000 for Class I Shares. Make checks payable to the Catalyst FundsEagle MLP Strategy Fund).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Fund account minimum initial investment in each share class is $2,500100. Make checks payable to the Catalyst FundsUSA Mutuals).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Class A and Class C Share minimum initial investment in each share class is $2,5005,000. Class I Share minimum is $25,000. Make checks payable to the Catalyst Navigator Funds).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 AlphaCentric Funds).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Fund account minimum initial investment in each share class is $2,5001,000 for Class A & C Shares. Make checks payable to the Catalyst BTS Funds).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Class A and Class C Shares minimum initial investment in each share class is $2,500. Make checks payable to the Catalyst FundsClass I shares minimum initial investment is $1,000,000).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Fund account minimum initial investment in each share class is $2,500. Make checks payable to the Catalyst Funds2,000).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Minimum initial investment in each share class is $2,500)
1. Make checks payable to the Catalyst Funds).Annual Contributions
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Institutional Shares minimum initial investment in each share class for Leader Total Return Fund is $2,500. 100,000, $2,000,000 for Leader Short Duration Bond Fund and Leader Floating Rate Fund and $2,500 for Investor Class, Class A and C Shares of all Funds.) Make checks payable to the Catalyst Leader Funds).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Class A, A1, I, I1, & C Shares minimum initial investment in each share class is $2,50010,000. Class R shares minimum initial investment is $100,000. Make checks payable to the Catalyst Sierra Mutual Funds).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Minimum initial investment in each share class is $2,5001,000. Make checks payable to the Catalyst HCM Funds).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Class A and Class C shares is $2,500. Class I minimum initial investment is $100,000. Make checks payable to the Catalyst Centerstone Funds.).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Minimum initial investment in each share class is $2,500500.)
1. Make checks payable to the Catalyst Funds).Annual Contributions
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement
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 Class A, C, Special, Investor Class, A1 & I1 the minimum initial investment in each share class is $2,50010,000: $100,000 for Instl Class. Make checks payable to the Catalyst Sierra Mutual Funds).
Appears in 1 contract
Samples: Custodial Account Adoption Agreement
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, C, & U shares is $1,000, minimum initial investment in each share for class I shares is $2,500. Make checks payable to the Catalyst Funds1,000,000.).
Appears in 1 contract
Samples: Individual Retirement Custodial Account Adoption Agreement