• A signed Letter of Instruction form or a completed and signed Change of Registration form from the current account owner.

• A completed New Account Application signed by the current account owner and the new account owner.

Our regular and overnight mailing addresses can be found to the left.

To complete this transaction via DocuSign, please click here.

• A completed and signed New Account Application is required to verify that all account owners understand the terms of the prospectus and to certify the Social Security numbers of the account owners.

• A completed Letter of Instruction form or a completed Change of Registration form signed by all account owners.
  
  IMPORTANT: If an account owner will not be listed as a trustee on the trust account, the signature of the account owner must be guaranteed and the request will need to mailed.

• A completed New Account Application signed by the trustee(s).

• A complete copy of the trust agreement.

• In place of the trust agreement, we will also accept a notarized Certificate of Trust created by an attorney, which must contain:
  
  
  • The name of the trust
  
  
  • The name of each original trustee and each successor trustee
  
  
  • Any limitations or exceptions in the working of the trust
  
  
  • The signature of either a trustee or an attorney

• Do not submit the request via DocuSign if a signature guarantee is required.

• The signature guarantee requirement is to protect against unauthorized requests by assuring the required signatures are genuine. A signature guarantee can be obtained at many commercial banks, credit unions, savings associations, or broker-dealers. A notary public is unable to provide an acceptable guarantee.

• There is an attachment tool within the DocuSign experience for you to provide the required documentation.

Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 800-304-7404 or visit the Mairs & Power website for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.

Mairs & Power Funds and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation.