You have selected to open a Traditional or SEP IRA Account. Before completing the Traditional IRA & Roth IRA Account Application, please read the Prospectus, the Agreement and the Money Market Account Fact Sheet (if applicable) carefully and then choose one or more of the Pax World investment options.
Open Online:
- Traditional IRA accounts can be opened online by choosing the LOGIN button above right, or by downloading the documents below and mailing the completed account application.
- SEP IRA accounts cannot be opened online. Please download the documents below and mail the completed account application and IRS Form 5305-SEP.
Download Documents:
- Prospectus
- Traditional, SEP & Roth IRA Agreement
- Traditional, SEP & Roth IRA Account Application
- IRS Form 5305-SEP (for SEP IRA only)
- Money Market Account Fact Sheet
Upon receipt of your application and initial contribution, or completed online application and initial purchase authorization, 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 Traditional and SEP IRA Account Application, please contact Shareholder Services at 800.767.1729, Monday through Friday from 9:00am-6:00pm Eastern Time.