IRA Designation or Change of Beneficiary Form
Use this form to designate or change beneficiaries for established Muhlenkamp Fund IRA accounts. If you are opening a new IRA, a Designation of Beneficiary section is included on the IRA application.
IRA Disclosure Statement and Custodial Agreement
IRA Disclosure Statement and Custodial Agreement for all IRA account types.
IRA Transfer/Recharacterization 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/Qualified Plan Distribution Request Form
Use this form to request a distribution from an existing Muhlenkamp Fund IRA/Qualified Plan. Distribution reasons may include: Normal Distribution, Premature Distribution, Code 72(t), Death, Excess Contribution Removal, Conversion to Roth IRA, Recharacterization, or Divorce. Do NOT complete this form if request is for a Required Minimum Distribution (RMD).
IRA Required Minimum Distribution (RMD) Form
Use this form to request a Required Minimum Distribution (RMD) from an existing Muhlenkamp Fund IRA. To be completed ONLY if the shareholder is age 70 1/2 or older. Does not apply to Roth IRAs. Do NOT complete this form if the distribution reason is not a RMD.