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.
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 application. 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.
Regular Account Application
Use this account application to open a new Muhlenkamp Fund account with an Individual Owner, Joint Owner, Custodial (Uniform Gifts to Minors Act), Transfer on Death (TOD), or Trust Registration.
Entity Account Application
Use this Entity Account Application to open a new Muhlenkamp Fund account for a C Corporation, Partnership, Limited Liability Company, S Corporation, Other Entity, or a Tax Exempt Organization. Do not use for IRA accounts.
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.
- 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.