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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.

Change the Registration of My Account

Type of Request Instructions and Links Additional Information
Change the registration of my account to a Joint Tenants With Rights of Survivorship (JTWROS) 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.
Change the registration of my account to a trust account. To change the registration to a trust account, we will require:
  • A Change of Registration Form completed and signed by all account owners. If an account owner will not be listed as a trustee on the trust account, the signature of the account owner must be guaranteed.
  • A completed and signed New Account Application.
  • A complete copy of the trust agreement.
To submit this request 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 and mail the Change of Registration Form and New Account Application to us, along with the required documentation, please click here to obtain the form and application.
  • 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.

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.
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