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.
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Add or Remove a Trustee
Please follow the instructions below to add or remove a trustee.
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Type of Request
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Instructions and Links
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Additional Information
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I want to add a trustee to my account.
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To add a trustee to your account, we will require:
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A completed Change of Registration Form signed by all trustees.
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A copy of the section of the trust documentation that specifically states a trustee can appoint a co-trustee or a copy of the amended trust documentation that lists the names of all trustees.
To complete this transaction via DocuSign, please click here.
If you prefer to print the Change of Registration Form and mail it to us, along with the required documentation, please click here to obtain the form.
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There is an attachment tool within the DocuSign experience for you to provide the required documentation.
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I want to remove a trustee from my account.
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For a trustee to resign from a trust account, we will require:
Option 1
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A Change of Registration Form completed and signed by the resigning trustee. The resigning trustee's signature must be signature guaranteed on the form.
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A copy of the trust documentation or a provision of the trust that states a trustee may resign.
Option 2
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A Change of Registration Form completed and signed by the resigning trustee.
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A certified copy of the Instrument of Resignation.
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A copy of the trust documentation or a provision of the trust that states a trustee may resign.
To complete option 2 via DocuSign, please click here.
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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.
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There is an attachment tool within the DocuSign experience for you to provide the required documentation.
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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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