• To establish an AIP, please complete an Account Options Form via DocuSign or print and mail a form using the mailing address to the left.

• To update with a Chat Representative, please use the chat link on the left.

• To update with a Phone Representative, please call us at the number on the left.

• Updates to your existing AIP can be made online.

• When adding a new AIP, please allow up to 7 business days after receipt and processing of your request before your AIP will be effective. When updating an existing AIP, the request must be received and processed at least 5 days prior to the effective date of the next transaction.

• Please see the Fund's prospectus for details on balance requirements, purchase minimums and frequency.

• If the AIP cannot be made due to insufficient funds or stop payment, a $25 fee will be assessed on your account. The AIP will be terminated after two such consecutive occurrences.

• To establish your SWP, please complete an Account Options Form via DocuSign or print and mail a form using the mailing address to the left.

• To update with a Chat Representative, please use the chat link on the left.

• To update with a Phone Representative, please call us at the number on the left.

• Updates to your existing SWP can be made online.

• When adding a new bank to set up your SWP, you will need to obtain a Signature Guarantee Stamp on the Account Options Form. This cannot be submitted via DocuSign.

• Any redemptions where the proceeds are being sent to a new bank within 30 days of the bank change will require a signature guarantee.

• When adding a new bank or changing a bank account on file, we may require a Signature Guarantee Stamp. To find out more about what it is and participating financial institutions in the Signature Guarantee programs, please click here.

• We can accept a Financial Notary from a commercial bank in place of getting the signature guarantee stamp. You must also include the contact information of the bank representative that provided you the Notary (i.e. business card).

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.