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Prospectuses & Forms

Regulatory Documents

Mutual Funds

Fund Fact Sheet Summary Prospectus Prospectus SAI Annual Report Semi-Annual Report N-Port 1Q N-Port 3Q
New York Venture Fund
International Fund
Global Fund
Financial Fund
Opportunity Fund
Appreciation and Income Fund
Real Estate Fund
Government Bond Fund
Government Money Market Fund

Variable Accounts

Account Fact Sheet Summary Prospectus Prospectus SAI Annual Report Semi-Annual Report N-Port 1Q N-Port 3Q
Value Portfolio
Real Estate Portfolio
Financial Portfolio

Applications & Forms

Applications

Document
Application for Individuals (Joint, Trust, Custodial)
Application for Businesses

Coverdell Forms

Document
Application for Coverdell Education Savings Account

Please download the Coverdell Education Savings Account Disclosure and Custodial Agreement

Account Forms

Document
Non-Retirement Change of Ownership Form
Designation of Beneficiary Form
Account Service Form
Letter of Instruction Form
Cost Basis Change Form
Shareowner Change of Dealer Form
Broker Change of Dealer Form

403(b) Forms

Document
403(b) Distribution Request Form
403(b) Disclosure

IRA Forms

Document
Roth IRA Conversion Form
IRA and ESA Transfer of Assets Form
Application for Individual Retirement Account (IRA)

Please download the IRA Disclosure Statement and Custodial Agreement and the Simple IRA Disclosures .
IRA Distribution Form
IRA Required Minimum Distribution Form
IRA Beneficiary Claim Form - Spouse
IRA Beneficiary Claim Form – Non-Spouse Individual
IRA Beneficiary Claim Form - Entity
IRA Deposit Form
IRA Disclosure Statement and Custodial Agreement
Simple IRA Disclosures
UMB Bank Privacy Notice
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