link bank account
-*/,#"/, "$$06/5 5IJT-JOL#BOL"DDPVOUGPSNJTVTFEUPBVUIPSJ[FBCBOLBDDPVOUUPNPWFNPOFZCFUXFFOZPVSCBOLBDDPVOUBOEZPVS NVUVBMGVOEBDDPVOUWJB"$) "VUPNBUFE$MFBSJOH)PVTFCBOLTQSFGFSSFENFUIPEPGUSBOTGFSSJOHGVOET POB TDIFEVMFECBTJT*GZPVIBWFBOZRVFTUJPOTSFHBSEJOHUIJTGPSN QMFBTFDBMM4IBSFIPMEFS4FSWJDFTBU Please send completed form to:
STEP 1
Regular Mail SMI Funds PO Box 46707 Cincinnati, OH 45246
Overnight Express Mail SMI Funds 225 Pictoria Dr, Suite 450 Cincinnati, OH 45246
Account Information
Individual Retirement Account
Existing Account Number:
*OEJWJEVBM"DDPVOU (non-IRA)
Account Owner/Custodian/Trustee Name (First, MI, Last)
+PJOU"DDPVOU 6OJGPSN(JGUUP.JOPS"DU 6OJGPSN5SBOTGFSUP.JOPS"DU 5SVTU
- -
Social Security Number
Date of Birth (MM/DD/YYYY)
/
/
Account Joint-Owner/Minor/Trustee Name (First, MI, Last)
5BY&YFNQU0SHBOJ[BUJPO -JNJUFE-JBCJMJUZ$PNQBOZ 1BSUOFSTIJQ $$PSQPSBUJPO 4$PSQPSBUJPO
Custodian’s Social Security Number
- -
/
/
Name of Trust / Corporation / Partnership Tax I.D. Number
Date of Trust (MM/DD/YYYY)
0UIFS&OUJUZ
STEP 2
Date of Birth (MM/DD/YYYY)
Contact Information Residential Address (Owner, Custodian, or Trustee) City
State
Daytime Phone
Evening Phone
Email Address
QUESTIONS?
Zip Code
'PSNPSFJOGPSNBUJPO
4.*'6/%
45&13#BOL"DDPVOU*OGPSNBUJPO Please tape your check or deposit slip here
1lease UBQF a voided check or a preprinted savings deposit slip PWFSUIJTTQBDF 03TQFDJGZZPVSBDDPVOUEFUBJMTCFMPX /BNFPG#BOL
IF YOU DO NOT PROVIDE THIS NOW, THE PROCESS OF ADDING YOUR BANKING INFORMATION LATER WILL BE TEDIOUS DUE TO ACCOUNT SECURITY
/BNFPO"DDPVOU 3PVUJOH/VNCFS EJHJUT
"DDPVOU/VNCFS
$IFDLJOH
4BWJOHT
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
BOE * BNOPUTVCKFDUUPCBDLVQXJUIIPMEJOHCFDBVTF J *BNFYFNQUGSPNCBDLVQXJUIIPMEJOH PS JJ *IBWFOPUCFFOOPUJGJFECZUIF*OUFSOBM3FWFOVF4FSWJDF *34 UIBU*BNTVCKFDUUPCBDLVQ XJUIIPMEJOHBTBSFTVMUPGBGBJMVSFUPSFQPSUBMMJOUFSFTUPSEJWJEFOET PS JJJ UIF*34IBT OPUJGJFENFUIBU*BNOPMPOHFSTVCKFDUUPCBDLVQXJUIIPMEJOH BOE *BNB64QFSTPO
9 Signature of Owner/Custodian/Trustee
Today’s Date (MM/DD/YYYY)
9 Signature of Co-Owner/Co-trustee/Officer
QUESTIONS?
Today’s Date (MM/DD/YYYY)
'PSNPSFJOGPSNBUJPO
4.*'6/%
2
-*/,#"/,"$$06/5
STEP 1
Regular Mail SMI Funds PO Box 46707 Cincinnati, OH 45246
Overnight Express Mail SMI Funds 225 Pictoria Dr, Suite 450 Cincinnati, OH 45246
Account Information
Individual Retirement Account
Existing Account Number:
*OEJWJEVBM"DDPVOU (non-IRA)
Account Owner/Custodian/Trustee Name (First, MI, Last)
+PJOU"DDPVOU 6OJGPSN(JGUUP.JOPS"DU 6OJGPSN5SBOTGFSUP.JOPS"DU 5SVTU
- -
Social Security Number
Date of Birth (MM/DD/YYYY)
/
/
Account Joint-Owner/Minor/Trustee Name (First, MI, Last)
5BY&YFNQU0SHBOJ[BUJPO -JNJUFE-JBCJMJUZ$PNQBOZ 1BSUOFSTIJQ $$PSQPSBUJPO 4$PSQPSBUJPO
Custodian’s Social Security Number
- -
/
/
Name of Trust / Corporation / Partnership Tax I.D. Number
Date of Trust (MM/DD/YYYY)
0UIFS&OUJUZ
STEP 2
Date of Birth (MM/DD/YYYY)
Contact Information Residential Address (Owner, Custodian, or Trustee) City
State
Daytime Phone
Evening Phone
Email Address
QUESTIONS?
Zip Code
'PSNPSFJOGPSNBUJPO
4.*'6/%
45&13#BOL"DDPVOU*OGPSNBUJPO Please tape your check or deposit slip here
1lease UBQF a voided check or a preprinted savings deposit slip PWFSUIJTTQBDF 03TQFDJGZZPVSBDDPVOUEFUBJMTCFMPX /BNFPG#BOL
IF YOU DO NOT PROVIDE THIS NOW, THE PROCESS OF ADDING YOUR BANKING INFORMATION LATER WILL BE TEDIOUS DUE TO ACCOUNT SECURITY
/BNFPO"DDPVOU 3PVUJOH/VNCFS EJHJUT
"DDPVOU/VNCFS
$IFDLJOH
4BWJOHT
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
BOE * BNOPUTVCKFDUUPCBDLVQXJUIIPMEJOHCFDBVTF J *BNFYFNQUGSPNCBDLVQXJUIIPMEJOH PS JJ *IBWFOPUCFFOOPUJGJFECZUIF*OUFSOBM3FWFOVF4FSWJDF *34 UIBU*BNTVCKFDUUPCBDLVQ XJUIIPMEJOHBTBSFTVMUPGBGBJMVSFUPSFQPSUBMMJOUFSFTUPSEJWJEFOET PS JJJ UIF*34IBT OPUJGJFENFUIBU*BNOPMPOHFSTVCKFDUUPCBDLVQXJUIIPMEJOH BOE *BNB64QFSTPO
9 Signature of Owner/Custodian/Trustee
Today’s Date (MM/DD/YYYY)
9 Signature of Co-Owner/Co-trustee/Officer
QUESTIONS?
Today’s Date (MM/DD/YYYY)
'PSNPSFJOGPSNBUJPO
4.*'6/%
2
-*/,#"/,"$$06/5
