Forms & Applications

For more information, please email  or call:

  • Financial Professionals –  877.437.9363
  • Shareholders – 800.851.0511
 Form/Application   When to Use
 Fund Application – Monthly Leveraged Funds   Use this Form to open a new individual, joint, UGMA, Trust, Corporation, and Association/Partnership Account. Do not use for any type of IRA
 Fund Application – Alternative Strategy Funds
 IRA/Education IRA Disclosure Statement   This form should be filled out when opening an IRA or Educational IRA and accompanied by appropriate application
 IRA Application – Monthly Leveraged Funds   Use this Form to open an IRA, rollover IRA, Roth and SEP accounts
 IRA Application – Alternative Strategy Funds
 Education IRA Application – Monthly Leveraged Funds   Use this Form to open an Education IRA
 Education IRA Application – Alternative Strategy Funds
 IRA Transfer Form – Monthly Leveraged Funds   Use to transfer IRA assets from another IRA Custodian
 IRA Transfer Form – Alternative Strategy Funds