Additional Applications and
Forms
Please note that most forms
can now be 'filled in' online and that Adobe
Acrobat Reader version 5.0 or greater should be used
for viewing. If you do not have this version of the program
installed on your computer you can easily download it from
Adobe's web site.
Open
Account
Click here to view a list of new account applications.
Automatic
Investment Plan (AIP) Application
Use this form to establish an Automatic Investment Plan
(AIP) with respect to your current Muhlenkamp Fund account.
The plan allows you to automatically have funds transferred
from your bank checking or savings account into your Muhlenkamp
Fund account on a regular basis. If you are opening a new
account, an AIP section is included in the account application.
Systematic
Withdrawal (SWP) Application
Use this form to establish a Systematic Withdrawal Plan
(SWP) with respect to your current Muhlenkamp Fund account.
The plan allows you to automatically have funds transferred
from your Muhlenkamp Fund account into your bank checking
or savings account. This plan is available only for accounts
with $5,000 or more.* If you are opening a new account,
an SWP section is included in the account application.
Combined
Statement Enrollment Form
Muhlenkamp Fund quarterly statements have been combined
for all accounts that share a common Social Security number
and address. This has been done to provide you with a convenient
overview of your investments on one report. Please
use this form if you would rather receive a separate statement
for each of your accounts. This enrollment form may also
be used if you wish to link accounts registered in different
names and Social Security numbers to produce one statement
for quarterly mailings. Please note that linking
accounts does not change the authorization required for
account transactions. Mailings other than quarterly statements
will not be consolidated.
Telephone
Transaction Enrollment Form
Use this form to establish telephone purchase or redemption
privileges with respect to your Muhlenkamp Fund account,
except IRA accounts. Redemptions from IRA accounts must
be done in writing using an "IRA Distribution Form"
or in a written letter of instruction.
Additional
Investment Form
Use this form to make a subsequent deposit into any account
type.
IRA
Disclosure Statement and Custodial Agreement
IRA Disclosure Statement and Custodial Agreement for all
IRA account types.
IRA
Transfer Form/Roth IRA Conversion Form
Use this form if you are transferring funds from an existing
IRA to a Muhlenkamp Fund IRA, or if you are converting a
Traditional IRA to a Muhlenkamp Fund Roth IRA. If you are
establishing a new account, you must also complete a Muhlenkamp
Fund IRA application.
IRA
Change of Beneficiary Form
Use this form to designate or change beneficiaries for Muhlenkamp
Fund IRA accounts. If you are opening a new IRA, a Designation
of Beneficiary section is included in the IRA application
form above.
Coverdell
Education Savings Account Disclosure Statement
and Custodial Agreement
Coverdell Disclosure Statement and Custodial Statement.
Coverdell
Education Savings Account Transfer Request Form
Use this form to transfer funds from an existing Coverdell
Education Savings Account (CESA) to a Muhlenkamp Fund Coverdell
Education Savings Account. If you are establishing a new
account with the Muhlenkamp Fund, you must also complete
a Muhlenkamp
Fund Coverdell Education Savings Account Application.
Change
of Registration
Please use this form ONLY if you have an
existing Muhlenkamp Fund account and wish to: 1) register a
name change, 2) add the Transfer on Death designation to
your account, or 3) transfer shares from one account to
another. Do NOT use this form for IRA accounts unless
you are registering a name change.
Limited Power of
Attorney
Use this form to establish a Limited Power of Attorney (LPOA).
If you have any questions please call (800)860-3863 and
press ”0.'
Certification
of Trust Form
To register your Muhlenkamp Fund account in the name of
a trust, you must submit a Muhlenkamp Fund Account Application
and either a copy of the ENTIRE trust document or a Certification
of Trust Form.
Transfer
In Kind
Use this form to request a move of Muhlenkamp Fund shares
(CUSIP # 962096103) via Transfer-in-kind (TIK) from anaccount
at another financial institution (OUTSIDE financial institution)
to an account held directly with the MuhlenkampFund (DIRECT
account = held at U.S. Bancorp Fund Services, LLC).
2007
Mutual Fund Tax Guide
This tax guide provides some basic information about the
tax forms you have received or that may be mailed to you
later this year. Although this guide may assist you in preparing
your tax return, it is not designed
to provide specific tax advice or guidance. Given the scope
and complexity of our tax laws, you should consult your
tax or financial advisor who may have knowledge of your
personal financial history and who can best assist you in
preparing your tax return.
A program of regular investing
cannot assure a profit or protect against a loss in a declining
market.
* The $5,000 minimum requirement is
waived for IRA accounts. |
