What type of Retirement Account are you interested in opening (please select one)? If you wish to open more than one type of retirement account, please complete a separate application for each. Investors may contribute to mutual funds for their retirement accounts using either the Investor or Class A shares.
Traditional and Roth IRA accounts in Investor Class shares of the Pax World Funds can be opened online if you are making a contribution at the same time. For SEP-IRA, SIMPLE IRA, or accounts opened to receive rollover assets, please download and mail the appropriate documents.
Upon receipt of your completed application and initial contribution, Pax World will mail you a confirmation with your account number and the number of shares purchased. If you have any questions, or need assistance completing the correct application, contact Shareholder Services at 800.372.7827, Monday – Friday 8:00AM-6:00PM ET.
Important Notice for Investors:
All accounts in Class A shares, which are available in the Pax US Sustainable Economy, Small Cap, High Yield Bond and Global Environmental Markets funds must be opened through an investment advisor, approved broker/dealer or other financial intermediary.