United StatesYou have selected to roll over your Designated Roth 401K or Roth 403(b) Account into an Impax Funds Roth IRA Account. Before completing the necessary forms, please read the Prospectus and the Agreement carefully and then choose one or more of the Impax Funds investment options. Investors may rollover into mutual funds for their Roth IRA accounts using either the Investor or Class A shares.
Option 1:
If you wish to authorize the transfer of your Designated Roth 401K or Roth 403(b) Account directly to an Impax Funds Roth IRA.
Download Documents:
- Prospectus
- Traditional, SEP & Roth IRA Agreement
- Traditional, SEP & Roth IRA Account Application – Investor Class,
OR - Traditional, SEP & Roth IRA Account Application – Class A
- Traditional IRA & Roth IRA Transfer of Assets/Direct Rollover Form
Option 2:
If you have received a check payable to you from a Designated Roth 401K or Roth 403(b) Account that you wish to roll over to an Impax Funds Roth IRA within 60 days.
Download Documents:
- Prospectus
- Traditional, SEP & Roth IRA Agreement
- Traditional, SEP & Roth IRA Account Application – Investor Class,
OR - Traditional, SEP & Roth IRA Account Application – Class A
- Traditional IRA & Roth IRA Rollover/Conversion Certification Form
Upon receipt of your initial contribution, Impax Funds 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 Impax 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.