You have selected to convert your current Traditional IRA, SEP IRA or SIMPLE IRA Account to 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 conversion of your Traditional, SEP or SIMPLE IRA directly to a Pax World Roth IRA.1

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Option 2:

If you have received a check payable to you from a Traditional, SEP or SIMPLE IRA that you wish to convert to a Pax World Roth IRA within 60 days.1

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Option 3:

If you have a Pax World Traditional, SEP or SIMPLE IRA that you wish to convert to a Pax World Roth IRA.1

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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.

 

1Conversion to a Roth IRA is subject to taxation. After you have participated in your employer’s SIMPLE plan for two years, you may convert the assets of your SIMPLE IRA to a Roth IRA. This notice is provided to you for informational purposes only, and should not be considered tax advice. Please consult your tax advisor for further assistance.