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Traditional, Roth & SEP IRA Account Application - Individual Investor Class Use to open a new Traditional IRA, Rollover IRA, SEP-IRA or Roth IRA in the Individual Investor class shares of the funds. If opening a SEP-IRA, you must complete and attach the IRS Form 5305-SEP below.
Traditional, Roth & SEP IRA Account Application - Class A Use to open a new Traditional IRA, Rollover IRA, SEP-IRA, or Roth IRA account through a financial representative in the Class A shares of the funds. If opening a SEP-IRA, you must complete and attach the IRS Form 5305-SEP below.
Traditional, Roth & SEP IRA Agreement Includes application instructions, Disclosure Statement, Traditional IRA Custodial Agreement and Roth IRA Custodial Agreement.
IRS Form 5305-SEP Must be completed along with a Traditional & Roth IRA Account Application above when opening a SEP-IRA account.
Traditional IRA & Roth IRA Transfer of Assets/Direct Rollover Form Authorize the transfer of your employer-sponsored plan, Traditional IRA or Roth IRA directly to Pax World. Do not use this form for a Roth Conversion or Recharacterization.
Traditional IRA & Roth IRA Rollover/Conversion Certification Form If you have received a check payable to you from an employer-sponsored plan, Traditional IRA or Roth IRA that you wish to roll over to Pax World within 60 days.
SIMPLE IRA Account Application - Individual Investor Class Use to open a new SIMPLE IRA account in the Individual Investor class shares of the funds.
SIMPLE IRA Account Application - Class A Use to open a new SIMPLE IRA account through a financial representative in the Class A shares of the funds.
SIMPLE IRA Agreement Includes application instructions, Disclosure Statement and Custodial Account Agreement.
SIMPLE IRA Transfer of Assets Form Authorize the transfer of your SIMPLE IRA directly to Pax World.
SIMPLE IRA Rollover Certification Form If you have received a check payable to you from your SIMPLE IRA that you wish to roll over to Pax World within 60 days.
Coverdell Education Savings Account Application - Individual Investor Class Use to open a new Coverdell Education Savings account in the Individual Investor Class shares of the funds.
Coverdell Education Savings Account Application - Class A Use to open a new Coverdell Education Savings account through a financial representative in the Class A shares of the funds.
Coverdell Education Savings Account Agreement Includes application instructions, Disclosure Statement, questions and answers and Custodial Account Agreement.
Coverdell Education Savings Account Transfer of Assets Form Authorize the transfer of a Coverdell ESA directly to Pax World from the same beneficiary.
Coverdell Education Savings Account Rollover Certification Form If you have received a check payable to you from a Coverdell ESA that you wish to roll over to Pax World within 60 days.
Change of Beneficiary Form Update beneficiary information for your Pax World retirement account.
IRA Withdrawal Form Request a total or partial distribution from your Pax World Traditional IRA, Roth IRA or SIMPLE IRA
IRA Required Minimum Distribution Form Request a Required Minimum Distribution (RMD) from your Pax World Traditional IRA, SEP IRA or SIMPLE IRA account if you are age 70½ or older.
Coverdell ESA Withdrawal Form Request a total or partial distribution from your Pax World Coverdell ESA
Roth IRA Conversion - Internal Convert your Pax World Traditional IRA to a Pax World Roth IRA.
Roth IRA Conversion - External Transfer & Convert your Traditional IRA with another company to a Pax World Roth IRA.
IRA Recharacterization Form - Internal Contribution Use this for to recharacterize a conversion or contribution between a Pax World Roth IRA and a Pax World Traditional IRA.
IRA Recharacterization Form- External Contribution Use this form to recharacterize a conversion or contribution between a Roth IRA and Traditional IRA between two different financial institutions.
403(b)(7) Withdrawal Request a total or partial distribution from your pax World 403(b)(7) account.
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.
Subsequent Investment Slip Send with an additional investment once you have established an account with Pax World
Mutual Fund Trading Authorization Form Allow someone other than the registered account owner(s) to have full trading authority.