standard account application
STANDARD ACCOUNT APPLICATION
(Non-IRA Accounts)
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Fax SMI Funds (877) 77) 513-0756
3FHVMBS.BJM 4.*'VOET PO Box 46707 Cincinnati, OH 45246
0WFSOJHIU&YQSFTT.BJM 4.*'VOET 225 Pictoria Dr, Suite 450 Cincinnati, OH 45246
*Although faxing expedites the account setup, you still need to mail your application so we have an original signature on file. Please write "original application" at top of your mailed application if you previously faxed it. In compliance with the USA PATRIOT Act, Federal law requires all financial institutions (including mutual funds) to obtain, verify, and record information that identifies each person who opens an account. When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask for additional identifying documents. The information is required for all owners, coowners, or anyone who will be signing or completing a transaction behalf of a legal entity that will own the account. We will return your application if any of this information is missing. If we are unable to verify this information, your account may be closed and you will be subject to all applicable costs. If you have any questions regarding this application, please call 877-764-3863.
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For more information
4.*'6/%
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4.*'6/%
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(Non-IRA Accounts)
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Fax SMI Funds (877) 77) 513-0756
3FHVMBS.BJM 4.*'VOET PO Box 46707 Cincinnati, OH 45246
0WFSOJHIU&YQSFTT.BJM 4.*'VOET 225 Pictoria Dr, Suite 450 Cincinnati, OH 45246
*Although faxing expedites the account setup, you still need to mail your application so we have an original signature on file. Please write "original application" at top of your mailed application if you previously faxed it. In compliance with the USA PATRIOT Act, Federal law requires all financial institutions (including mutual funds) to obtain, verify, and record information that identifies each person who opens an account. When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask for additional identifying documents. The information is required for all owners, coowners, or anyone who will be signing or completing a transaction behalf of a legal entity that will own the account. We will return your application if any of this information is missing. If we are unable to verify this information, your account may be closed and you will be subject to all applicable costs. If you have any questions regarding this application, please call 877-764-3863.
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For more information
4.*'6/%
STANDARD ACCOUNT APPLICATION 45&1 *OWFTUPS*OGPSNBUJPO(Nonretirement Only)
Select one option only
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