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.
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. Visit 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/Recharacterization 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 Designation or 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 on the IRA application.