Open An Account

Before opening an account, please refer to the prospectus for important information about the investment company including investment objectives, risks, charges and expenses.

The minimum initial investment is $1,500 or $200 if the Automatic Investment Plan (AIP)* is chosen.

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Regular Account Application

Use this account application to open a new Muhlenkamp Fund account with an Individual Owner,
Joint Owner, Custodial (Uniform Gift/Transfer to Minors Act), Transfer on Death (TOD), or Trust Registration.

Corporate Account Application

Use this account application to open a new Muhlenkamp Fund account with a C Corporation,
S Corporation, Limited Liability Company, Partnership, Limited Liability Partnership, Sole Proprietorship, Tax Exempt Organization, Government Agency or Instrumentality, or Other Entity registration.

Individual Retirement Account (IRA) Application and Forms

Use these forms to open a Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA or Rollover IRA, to transfer funds from an existing IRA into a Muhlenkamp Fund IRA, or to Change an IRA beneficiary. IRA Disclosure Statement / Custodial Agreement available here.

NOTE:

  • If you are opening a SEP IRA, you will need IRS Form 5305-SEP in addition to our application.
  • If you are opening a SIMPLE IRA, you will need IRS Form 5305-SA and either 5304-SIMPLE or 5305-SIMPLE in addition to our application.

Visit the IRS.gov website for these forms. Search Forms and Publications box to search for the publication number (e.g., 5305).

Coverdell Education Savings Account (CESA) Application and Forms

Use these forms to open a Coverdell Education Savings Account or transfer funds from an existing CESA to a Muhlenkamp CESA. CESA Disclosure Statement / Custodial Agreement available here.

 

*A program of regular investing cannot assure a profit or protect against a loss in a declining market.