You have selected to rollover and convert your current Traditional, SEP, or SIMPLE (after the required 2-year holding period) IRA from another custodian into a Pax World Roth IRA. You may wish to consult with a tax advisor as the rules regarding conversions to Roth IRAs are complex and may be considered a taxable event.

Before completing the necessary forms, please read the Prospectus, the Agreement and Money Market Account Fact Sheet (if applicable) carefully and then choose one or more of the Pax World investment options. Investors may rollover into mutual funds for their Roth IRA accounts using either the Individual Investor or Class A shares.

Option 1:

If you wish to authorize the transfer of your Traditional, SEP, or SIMPLE (after the required 2-year holding period) IRA directly from your current custodian and convert it to a Pax World Roth IRA.

Option 2:

If you wish to convert your Pax World Traditional, SEP, or SIMPLE (after the required 2-year holding period) IRA to a Pax World Roth IRA.

Download Documents:

Upon completion of your conversion, 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-5:30pm Eastern Time.

Important Notice for Investors:
All accounts in Class A shares, which are available in the Growth, Small Cap, High Yield Bond and Global Environmental Markets Funds, must be opened through an investment advisor, approved broker/dealer or other financial intermediary.