IRA Account Maintenance Forms

INSTRUCTIONS – The links below open a PDF with fill-in capabilities for you to complete, print, sign (we require your original signature), and mail to the address indicated on the form. Please note that Internet Explorer supports the fill-in feature option. Fill-in forms may not work properly with some browsers such as recent versions of Google Chrome and Mozilla FireFox.

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.

 

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Announcements

2017 Distribution

The Muhlenkamp Fund paid distributions in 2017. The record date for the distributions was December 27, 2017 and the ex-dividend...
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