Open an Account
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Use this Standard Account Application to open a standard account.
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For Legal Entity investors, please also complete the Certification of Beneficial Owners
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For Individual Retirement Accounts (IRAs)
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IRA Application and applicable Custody Agreement and Disclosure Statement: Traditional IRA or Roth IRA
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IRA Transfer/Conversion Application and applicable Custody Agreement and Disclosure Statement: Traditional IRA or Roth IRA
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To purchase shares of the fund, after reading the Prospectus, complete the appropriate account application and mail it as directed on the application. Please call our toll free line at (800) 207 7108 to request Fund Literature, which would include the prospectus, summary prospectus and applications. Our customer service representatives are available each business day from 8:00 AM to 6:00 PM EST to assist you in the completion of these applications.