You have selected to roll over your current Roth IRA Account into a Pax World Roth IRA Account. Before completing the necessary forms, please read the Prospectus, the Agreement and 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 Roth IRA directly to a Pax World Roth IRA.

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Option 2:

If you have received a check payable to you from a Roth IRA that you wish to roll over to a Pax World Roth IRA within 60 days.

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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.