You have selected to roll over your Employer Sponsored Retirement Plan into a Pax World Traditional IRA Account. Before completing the necessary forms, please read the Prospectus, the Agreement and the Money Market Account Fact Sheet carefully and then choose one or more of the Pax World investment options.
Option 1:
If you wish to authorize the transfer of your Employer Sponsored Retirement Plan directly to a Pax World Traditional IRA.
Download Documents:
- Prospectus
- Traditional, SEP & Roth IRA Agreement
- Traditional, SEP & Roth IRA Account Application
- Traditional IRA & Roth IRA Transfer of Assets/Direct Rollover Form
- Money Market Account Fact Sheet
Option 2:
If you have received a check payable to you from an Employer Sponsored Retirement Plan that you wish to roll over to a Pax World Traditional IRA within 60 days.
Download Documents:
- Prospectus
- Traditional, SEP & Roth IRA Agreement
- Traditional, SEP & Roth IRA Account Application
- Traditional IRA & Roth IRA Rollover/Conversion Certification Form
- Money Market Account Fact Sheet
Upon receipt of your initial contribution, Pax World will mail you a confirmation with your account number and the number of shares purchased. If you have any questions, or need assistance completing the appropriate forms, please contact Shareholder Services at 800.767.1729, Monday through Friday from 9:00am-6:00pm Eastern Time.