Individual Retirement Account (IRA)
Application 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.

The following Muhlenkamp Fund IRA application and disclosure statement are available to download:

Individual Retirement Account (IRA) Application
Use this form to open one of the following IRA types: Traditional, Roth, SEP, SIMPLE or Rollover. 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. Click here to go to the IRS web site for a copy of these forms. Use the Search Forms and Publications box to search for the publication number (e.g., 5305).

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 to transfer 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 Muhlenkamp Fund account, you must also complete a Muhlenkamp Fund IRA application.

IRA Change of Beneficiary Form
Use this form to change the beneficiaries listed on your current Muhlenkamp Fund IRA. If you are opening a new IRA, a Designation of Beneficiary section is included in the IRA application form.