Order Literature

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If you would like to order literature over the phone,  please call us at 800-835-3879, and select option 3.

Step 2: Please select the literature or forms you would like to order

Mutual Funds
     
Please select a mutual fund:
     
   
   
   
   
   
     
Please select the type of account you would like to open:
     
Quantity:   Regular (Includes individual, joint tenants, gift to minor, trust, and corporate accounts)
Quantity:   Retirement
Quantity:   Education Savings Account
     
Please select the type of information you would like:
     
Quantity:   Annual Report/Semi Annual Report (Most recent version)
Quantity:   Fact Sheet
Quantity:   Investor Kit – Regular Account
Quantity:   Investor Kit – Traditional IRA
Quantity:   Investor Kit – Roth IRA
Quantity:   Investor Kit – SIMPLE IRA
Quantity:   Investor Kit – 403b
Quantity:   Investor Kit – Education Savings Account
Quantity:   Prospectus
Quantity:   Statement of Additional Information (SAI)
     
Please select any account maintenance forms you would like to order:
     
Quantity:   Automatic Investment Plan Form
Quantity:   Account Maintenance Form
   

Includes:
Change of Address
Additional Mailing Addresses
Link Accounts
Telephone Privilege
Change of Bank Information
Distribution Options
Designate Change IRA Beneficiary

Quantity:   Automatic Withdrawals Form
Quantity:   Exchange Request Form
Quantity:   Power of Attorney Form
Quantity:   Retirement Account Distribution Form
Quantity:   Transfer on Death Form
Quantity:   Withdrawal Request Form
     

Step 3: Please provide your mailing address

By law, we are only allowed to send fund information to addresses within the United States of America or its territories.
 
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