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 Mutual 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 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 Praxis Money Market Account form
  Download and fill out the check-writing signature form to start writing checks with your Praxis Money Market Account.

If you are unable to print a form, please contact shareholder services at 800-977-2947 or by email to request the forms you need.

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

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.

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.

If you are unable to print a form, please contact shareholder services at 800-977-2947 or by email to request the forms you need.

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)(7) 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.

If you are unable to print a form, please contact shareholder services at 800-977-2947 or by email to request the forms you need.

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.

If you are unable to print a form, please contact shareholder services at 800-977-2947 or by email to request the forms you need.

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.

If you are unable to print a form, please contact shareholder services at 800-977-2947 or by email to request the forms you need.

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).

If you are unable to print a form, please contact shareholder services at 800-977-2947 or by email to request the forms you need.