Below you will find all of the necessary documents to set up your new account or maintain your existing account. Our Prospectus provides details about charges, investment objectives, risks of investing and operating policies of our Funds. If you have any questions, please call us directly so that we can provide you with the appropriate assistance at (800) 225-8778.
You can view the form and documents on this page using Adobe Acrobat Reader. If you do not currently have Acrobat Reader, you can get it here.
Regular Account Application
Class A - Account Application
Signature Card (for checking)
Automatic Investment Plan
IRA Accounts
IRA/ROTH IRA Application
IRA Application Class A
IRA Transfer Form
IRA Distribution Form
Individual, IRA, and Trust Accounts
S.A.I.
IRA Disclosure Statement
Account Beneficiary Designation
Payroll Deferral Application
Account Maintenance
Change of Registration
Change of Address
Prospectus - S
Prospectus - K
Prospectus - A & B
Retirement Plan Forms
Fund Exchange Form
IRA to 401(k) Transfer Form
Enrollment Form
401k Employee Guide
Distribution Package
Beneficiary Form
Current Annual Report
Current Semi-Annual Report
Get Started Today: Download an application or call us at (800) 225-8778 and allow us to put together an application package that meets your investment objectives.