You have selected to roll over your current Traditional or SEP IRA Account into a Pax World 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 Pax World investment options.

Option 1:

If you wish to authorize the transfer of your Traditional or Roth IRA directly to a Pax World IRA of the same type.

Download Documents:

Option 2:

If you have received a check payable to you from a Traditional or Roth IRA that you wish to roll over to a Pax World IRA of the same type within 60 days.

Download Documents:

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 through Friday from 9:00am-5:30pm Eastern Time.

Important Notice for Investors:

All accounts in Class A shares, which are available in the ESG Beta Quality, 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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