Applications & Forms

Mutual Fund Applications and Forms

To view or download a form, click the form name. Forms are PDFs, which require Adobe Reader to view and print. For best results, use Reader 5.0 or above. (Download the latest version for free from Adobe.) You can fill out forms online or print them first to complete by hand.

If you need assistance with a form or would like a form mailed to you, contact Shareholder Services at 1-800-877-6089, Monday through Friday, 8:00 a.m. to 7:00 p.m., Central time. For help after hours, submit a Service Request Form and a service professional will contact you or mail the requested form the next business day.

Individual and Joint Accounts
New Account Application(206 KB)
Transfer Request Form(61 KB)
Account Maintenance Form(120 KB)

IRA and Roth IRA Accounts
IRA and Roth Application(441 KB)
IRA Rollover/Transfer Form(78 KB)
IRA Account Maintenance Form(102 KB)
IRA Distribution Form(147 KB)
IRA Disclosure and Custodial Agreement(156 KB)
Custodial Privacy Notice(364 KB)

Education Savings Accounts
Coverdell Education Savings Account Application(188 KB)
Education Savings Account Transfer Request Form(80 KB)
Education Savings Account Maintenance Form(93 KB)
Education Savings Account Distribution Form(107 KB)
Coverdell Education Savings Account Disclosure and Custodial Agreement(155 KB)

457 Plan Accounts
Employer New Plan Set-Up Form(143 KB)
457(b) Plan New Account Application(292 KB)
457(f) Plan New Account Application(126 KB)
Employer Participant Contribution Remittance Form(64 KB)
Participant Investment Elections Form(97 KB)
457 Plan Tax Information(17 KB)
457(b) Plan Distribution Form (Please contact EBS Dept. 1-800-356-2644 ext. 1035)

403(b) Accounts
403(b) Account Maintenance Form(78 KB)
403(b) Distribution Request Form(167 KB)
403(b) Custodial Account Agreement(126 KB)

Miscellaneous Forms
Account Rebalancing Form(145 KB)
Payroll Deduction/Direct Deposit Form(108 KB)
One and the Same Form(31 KB)

If this section contains PDF files, you must have Adobe Reader 5.0 or higher.
If you do not have Adobe Reader 5.0 or higher, click on the following link: Adobe Reader.

*MEMBERS® Mutual Funds are distributed by Mosaic Funds Distributor, LLC.

For more complete information about MEMBERS® Mutual Funds, including charges and expenses, obtain a prospectus from your representative, by calling 1-800-877-6089 or by clicking on the prospectus section to view or download a prospectus. Read it carefully before you invest or send money. Consider the investment objectives, risks and charges and expenses of the investment carefully before investing. The prospectus contains this and other information about the investment company.

MEMBERS® Mutual Funds are not deposits in, or obligations of, and are not guaranteed by, any financial institution and are not federally insured.

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