You have selected to roll over your current Coverdell Education Savings Account (ESA) into a Pax World Coverdell ESA. Before completing the necessary forms, please read the Prospectus and the Agreement carefully and then choose one or more of the Pax World investment options. Investors may rollover into mutual funds for their Coverdell ESA accounts using either the Investor or Class A shares.

Option 1:

If you wish to authorize the transfer of your Coverdell ESA directly to a Pax World Coverdell ESA for the same Designated Beneficiary.

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Option 2:

If you have received a check payable to you from a Coverdell ESA that you wish to roll over to a Pax World Coverdell ESA within 60 days.

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Upon receipt of your 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 appropriate forms, please contact Shareholder Services at 800.767.1729, Monday – Friday 9:00AM-5:00PM 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.

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