Rollover a Traditional or Roth IRA to an Impax Traditional or Roth IRA

You have selected to roll over your current Traditional or SEP IRA Account into an Impax Traditional or SEP IRA Account. Before completing the necessary forms, please read the Prospectus and the Agreement carefully and then choose one or more of the Impax investment options.

Option 1:

If you wish to authorize the transfer of your Traditional or Roth IRA directly to an Impax IRA of the same type.

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 Form

Option 2:

If you have received a check payable to you from a Traditional or Roth IRA that you wish to roll over to an Impax IRA of the same type 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
• Traditional IRA & Roth IRA Rollover/Conversion Certification Form

Upon receipt of your initial contribution, Impax 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.