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Mutual Fund Account Application - Individual Investor and Institutional Class New mutual fund account application for investing in the Individual Investor Class shares of the funds. Individual, Joint Tenants, Custodial UTMA, Trust, Non-Profit Organization and Corporation account options are available.
Mutual Fund Account Application - Class A New mutual fund account application for investing in the Class A shares of the funds available through a financial representative. Individual, Joint Tenants, Custodial UTMA, Trust, Non-Profit Organization and Corporation account options are available.
Money Market Account Application New money market account application (not available for Corporations)
Transfer on Death Form Register your non-retirement account as Transfer On Death (TOD) to provide named beneficiaries.
Shareholder Service Form Authorize Telephone/Online Options, Add/Change Bank Information for Electronic Funds Transfer; Add/Change an Automatic Investment plan or Systematic Withdrawal Plan; Update Dividend/Capital Gain Options; Update E-delivery Options; Elect a Cost Basis Method.
Shareholder Mailing Form Update your E-Delivery options, add a recipient for duplicate statements, link accounts with different registrations to a single quarterly account statement and online Access User ID.
Transfer of Shares Form Give shares of your Pax World Mutual Fund account to an individual or an organization.
Power of Attorney Form Add your Power of Attorney (POA) to your account. This forms gives your POA full access and authority to your account.
Mutual Fund Trading Authorized Form Allow someone other than the registered account owner(s) to have full trading authority.
Subsequent Investment Slip Send with an additional investment once you have established an account with Pax World
IRS Form W-9 Certify your Tax ID/Social Security number or S Corporation/C Corporation status
Global Citizen Program Contribution Form - Mercy Corps Use this form if you are an existing Pax World shareholder and would like to join the Pax World Global Citizen Program and would like to earmark a portion of your dividends and/or capital gains as a contribution to Mercy Corps.
Global Citizen Program Contribution Form - Women Thrive Worldwide Use this form if you are an existing Pax World shareholder and would like to join the Pax World Global Citizen Program and would like to earmark a portion of your dividends and/or capital gains as a contribution to Women Thrive Worldwide.
Checkwriting Signature Card Authorize checkwriting for your non-retirement money market account.
Name Change Form Update your legal name change.
Affidavit of Domicile Used with additional documents to update an account in the event of the owner’s death.