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 or Remove an Account Owner
|
Type of Request
|
Instructions and Links
|
Additional Information
|
|
Add a joint owner to my account.
|
To add a joint owner to your account, we will require:
-
A signed letter of instruction or a completed and signed Change of Registration from the current account owner.
-
A completed New Account Application signed by the current account owner and the new account owner.
To complete this transaction via DocuSign, please click the applicable link below:
I am currently invested in a Class A Fund
I am currently invested in a Class I Fund
If you prefer to print the New Account Application and mail it to us, along with a signed letter of instruction, please click the applicable link below to obtain the appropriate application:
I am currently invested in a Class A Fund
I am currently invested in a Class I Fund
|
- 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.
|
|
Remove a joint owner from my account.
|
To remove an account owner from your account, we will require:
-
A Change of Registration Form completed and signed by all account owners. All signatures must be guaranteed on the form.
-
A completed and signed W-9 Form from the remaining account owner.
To complete the forms via DocuSign and then print the forms to obtain the signature guarantee, please click here.
|
-
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.
-
Please note, within the DocuSign experience, the remaining account owner will be provided instructions for downloading and printing the forms.
|
|
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.
|
|