 |
IRA Materials
| Prospectus and IRA Booklets |
Viewing Options |
| Oakmark Funds Prospectus |
.PDF
|
| - Statement of Additional Information (SAI) |
.PDF |
| Oakmark Units Federal Portfolio (Money Market) Prospectus |
.PDF
|
| - Statement of Additional Information (SAI) |
.PDF |
| IRA Booklet |
HTML
or
.PDF
|
To request that literature be sent by U.S. Mail, click here.
It is necessary to have the Adobe Acrobat Reader for viewing PDF files.
Click here to download and for installation instructions.
IRA Forms
| Form Name |
Description |
| IRA Application |
Open a new Traditional or Roth IRA. |
| IRA Transfer of Assets Form |
Use this form with your IRA Application when transferring a Traditional or Roth IRA from
another institution. Also, use this form with your IRA Application to rollover all or part of your retirement plan
from your former employer if you are retiring or changing jobs. |
| IRA Distribution Form |
Use this form to request an IRA Distribution. |
| Shareholder Services Form |
Use this form to add or change the following account services:
* Address
* Social Security or Tax ID Number
* Electronic Transactions
* Bank Information
* Distribution Options
* Systematic Withdrawal Plan
* Automatic Investment Plan
|
| Change of Beneficiary Form |
Designate or change your IRA beneficiary. |
Initial IRA investment minimums
- $1,000 per account
- $500 if an Automatic Investment or Payroll Deduction Plan are established
- $100 subsequent purchases
IRA Fees
Fees charged by the Custodian for maintaining a Traditional IRA or a Roth IRA:
- $5 Setup fee per Fund account
- $10 Annual fee per Fund account up to a maximum of $20.00
- $10 Termination, Rollover, or Transfer of Account to Successor Custodian
Make any checks payable to: The Oakmark Funds
Mail to: The Oakmark Funds, P.O. Box 219558, Kansas City, MO 64121-9558
|
|
|
|
