Contact Us:
800-977-2947
Monday through Friday
8:00 a.m. - 7:00 p.m. Central Time
After hours? Click to submit
an inquiry.
|
Add a Power of Attorney (POA)
This change gives the POA the authority to act on behalf of the account owner. We require some additional steps to add a POA to the account. Simply having a POA designated does not grant access to the account.
|
Instructions and Links
|
Additional Information
|
-
A signed Letter of Instruction Form from the account owner or attorney-in-fact requesting to add or change the attorney-in-fact.
-
A signed and notarized Attorney-In-Fact’s Certification and Acceptance of Authority Form that includes the full name, Social Security number, date of birth, and permanent street address of the attorney-in-fact. If the governing law does not require the form to be notarized, then check the box on page 2 of the form.
-
A notarized Power of Attorney document that lists all the powers and any restrictions of those powers.
To obtain a Letter of Instruction Form, please click here. This link will initiate a DocuSign experience that allows you to complete the form.
To obtain an Attorney-In-Fact’s Certification and Acceptance of Authority Form, please click here. This link will initiate a DocuSign experience that allows you to complete the form and then print the form to sign and obtain the notary stamp.
|
-
A notary public from a financial institution is able to provide an acceptable validation. If obtaining a notary stamp, please be sure to include the notary public's business card or a signed letter from the notary public on the financial institution's letterhead.
-
We can return original documents that are mailed; simply include a note asking us to mail them back to you.
|
|
Consider the fund’s investment objectives, risks and charges and expenses carefully before you invest. The fund’s prospectus and summary prospectus contain this and other information. Call 800-977-2947 or visit https://www.praxismutualfunds.com/ for a prospectus, which you should read carefully before you invest.
Praxis Mutual Funds are advised by Everence Capital Management and distributed through Foreside Financial Services, LLC member FINRA. Investment products offered are not FDIC insured, may lose value and have no bank guarantee.
|
|