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

  • Praxis IRA product sheet
    Learn more about how you can prepare for your retirement with a Praxis IRA. 
  • Application
    Download the form and send it to: Praxis Mutual Funds c/o U.S. Bancorp Fund Services LLC, P.O. Box 701, Milwaukee, WI 53201-0701.
  • 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.

Open a Roth IRA

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. Bancorp Fund Services LLC, 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. 
  • 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.

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.

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.