Forms and documents

Before you open a new Praxis Mutual Funds account, you should review the Prospectus, Annual Report and Semiannual Report and privacy policy.

Opening a new account

• Open an account with Praxis Mutual Funds for any Praxis Fund or Genesis Portfolio by completing the online application for new accounts.
• You can also download an application for a new account for:
  • An individual:
    • A Share 
    • I Share - requires a minimum investment of $100,000 per fund.
  • An entity
    • A Share
    • I Share - requires a minimum investment of $100,000 per fund. 
• Learn more about the features available with online account access. 

Related documents

• Praxis Mutual Funds brochure
  Download our brochure to learn more about stewardship investing with Praxis
• Transfer on death registration form 
  Set up your account to transfer to a beneficiary when you pass away.
• Transition form for Genesis Portfolios
  If you're a current Praxis investor who wants to invest in Genesis Portfolios, download and send this form.
• Auto Invest Plan form
  Set up automatic deposits from your checking account with this form.
• Check-writing privileges with Everence Money Market Account form
  Download and fill out the check-writing signature form to start writing checks with your Everence Money Market Account.

Before you complete an application, you should review the Prospectus, Annual Report and Semiannual Report and privacy policy.

Open a Traditional IRA

• Praxis IRA product sheet
  Learn more about how you can prepare for your retirement with a Praxis IRA. 
• Application
  Apply online or download the form and send it to: Praxis Mutual Funds c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, WI 53201-0701.
• Traditional IRA disclosure statement
  Download and review the Disclosure statement and Custodial agreement.
• Auto Invest Plan
  Set up automatic deposits from your checking account with this form.
• IRA Transfer or Direct Rollover Request
  To transfer or rollover your funds from another retirement account, download and send in this form.
• IRA beneficiary addition and change form
  Change or add a beneficiary to your IRA account.

Open a Roth IRA

• Praxis Roth IRA product sheet
  Learn more about how you can prepare for your retirement with a Praxis Roth IRA. 
• Application
  Apply online or download the form and send it to: Praxis Mutual Funds c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, WI 53201-0701.
• Roth IRA disclosure statement
  Download and review the Disclosure statement and Custodial agreement.
• Auto Invest Plan
  Set up automatic deposits from your checking account with this form.
• Roth IRA Transfer or Direct Rollover Request
  To transfer or rollover your funds from another retirement account, download and send in this form.
• IRA beneficiary addition and change form
  Change or add a beneficiary to your IRA account.

Open a SEP-IRA

• SEP information sheet
  Learn about the details of a Simplified Employee Pension Plan.
• Application
  Download the form and send it to: Praxis Mutual Funds c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, WI 53201-0701.
• Group discount application
  If you are setting up a retirement plan program for your employees, get the group discount by downloading and sending this form. 
• SEP-IRA disclosure statement
  Download and review the Disclosure statement and Custodial agreement.
• IRS form 5305-SEP
  Download the IRS 5305-SEP Individual Retirement Accounts Contribution Agreement form for employers.
• Auto Invest Plan
  Set up automatic deposits from your checking account with this form.
• IRA beneficiary addition and change form
  Change or add a beneficiary to your IRA account.

Open a SIMPLE IRA

• Application
  Download the form and send it to: Praxis Mutual Funds c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, WI 53201-0701.
• Group discount application
  If you are setting up a retirement plan program for your employees, get the group discount by downloading and sending this form.
• Savings incentive match plan for employees or small employers (IRS form 5304-SIMPLE)
  As an organization, use this form to set up a savings incentive match plan for your employees. 
• Simple IRA disclosure statement
  Download and review the Disclosure statement and Custodial agreement.
• IRA beneficiary addition and change form
  Change or add a beneficiary to your IRA account.

Before you complete an application, you should review the Prospectus, Annual Report and Semiannual Report and privacy policy.

• 403(b) Retirement Plan product sheet
  Learn more about how you can save for retirement.
• 403(b) custodial agreement
  Download and review the agreement details of a 403(b)(7) Tax-Sheltered Retirement Account.
• Individual employee enrollment application
  Download the form and send it to: Praxis Mutual Funds c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, WI 53201-0701.
• Employer enrollment instructions and application
  Learn more enrolling your qualified organization in a 403(b) employer enrollment plan with Praxis Mutual Funds and download the application.  
• Group discount application
  If you are setting up a retirement plan program for your employees, get the group discount by downloading and sending this form.
• Rollover request
  As an employee, download and send this form to rollover funds to your employer's 403(b) plan. 
• Transfer request
  As an employee, download and send this form to transfer funds from an existing 403(b) plan to your employer's 403(b) plan. 
• 403(b) beneficiary addition and change form
  Change or add a beneficiary to your 403(b) account.

Before you complete an application, you should review the Prospectus, Annual Report and Semiannual Report and privacy policy.

• Coverdell Education Savings Account product sheet
  Learn more about how you can save for education expenses.
• Application
  Apply online or download the form and send it to: Praxis Mutual Funds c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, WI 53201-0701.
• Transfer request
  Transfer your Coverdell Education Savings Account to Praxis funds.
• Coverdell Education Savings Account disclosure statement
  Download and review the Disclosure statement and Custodial agreement.

Download the applicable form and send it in to make a distribution request or withdrawal from your IRA, 403(b) or Education Savings Account. Before you complete an application, you should review the Prospectus, Annual Report and Semiannual Report and privacy policy. 

• 403(b)(7) distribution request with special tax notice
  Request a withdrawal from your 403(b) plan.
• Application for Hardship Withdrawal
  Use this form to take a financial hardship withdrawal from your 403(b) plan. This form should be used in conjunction with 403(b)(7) distribution request with special tax notice, above.
• Coverdell Education Savings Account distribution form
  Begin distributions from your Education Savings Account. 
• Distribution Request form
  Request a withdrawal from your non-retirement account.
• Gift of Shares
  Use this form to make a gift or transfer of shares to an individual or tax-exempt organization.
• IRA beneficiary payout form
  Set up distributions from a deceased shareholder's IRA account to beneficiaries.
• IRA distribution request
  Start withdrawals from your Traditional, Roth, SIMPLE or SEP-IRA. 
• Qualified Charitable Distribution request form 
  Request a qualified charitable distribution from your Traditional or Roth IRA.
• Required minimum distribution form
  Establish your required minimum distributions of your retirement accounts.
• Reregistration and redemption options non-IRA
  Reregister a non-IRA account to a new account and select redemption options.
• Systematic withdrawal plan
  Set up regular, systematic withdrawals from your account.

Before you complete an application, you should review the Prospectus, Annual Report and Semiannual Report and privacy policy.

• Account Options form
  This form is used to make changes to your existing account(s).
• Change of registration form
  Use this form to change the registration of an existing account(s).
• Name Change form
  Use this form to request a name change to your account(s).

Before you complete an application, you should review the Prospectus, Annual Report and Semiannual Report and privacy policy.

• Traditional IRA disclosure statement
  Download and review the Disclosure statement and Custodial agreement.
• Roth IRA disclosure statement
  Download and review the Disclosure statement and Custodial agreement.
• SEP-IRA disclosure statement
  Download and review the Disclosure statement and Custodial agreement.
• SIMPLE IRA disclosure statement
  Download and review the Disclosure statement and Custodial agreement.
• Coverdell Education Savings Account disclosure statement
  Download and review the Disclosure statement and Custodial agreement.
• 403(b) custodial agreement
  Download and review the agreement details of a 403(b)(7) Tax-Sheltered Retirement Account.