Forms and documents

Open an account

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

If you are unable to print a form, simply call (800) 977-2947 to request the forms you need.

Open an IRA with Praxis

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

Open a Traditional IRA

Open a Roth IRA

Open a SEP-IRA

Open a SIMPLE IRA

If you are unable to print a form, simply call (800) 977-2947 to request the forms you need.

Open a 403(b) with Praxis

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

If you are unable to print a form, simply call (800) 977-2947 to request the forms you need.

Open a Coverdell Education Savings Account with Praxis

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

If you are unable to print a form, simply call (800) 977-2947 to request the forms you need.

Make a distribution request or withdrawal

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 Semi-annual Report and privacy policy

If you are unable to print a form, simply call (800) 977-2947 to request the forms you need.

2017 tax documents

Capital gain estimates for 2017 are now available for download.

 

View 2017 tax resources and documents

Disclosure

Important Notice for Non-U.S. Investors: Shares of Praxis Mutual Funds are offered for sale only in the United States. We can mail prospectuses and other information only to addresses in the United States. Information contained within this site is not an offer to sell or a solicitation or offer to buy any security, nor shall any security be offered to any person, in any state, country, or other jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of any such state, country or other jurisdiction.