United StatesYou have selected to rollover and convert your current Traditional, SEP, or SIMPLE (after the required 2-year holding period) IRA from another custodian into an Impax Roth IRA. You may wish to consult with a tax advisor as the rules regarding conversions to Roth IRAs are complex and may be considered a taxable event.
Before completing the necessary forms, please read the Prospectus and the Agreement and then choose one or more of the Impax 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 Traditional, SEP, or SIMPLE (after the required 2-year holding period) IRA directly from your current custodian and convert it to an Impax Roth IRA.
- Prospectus
- Traditional, SEP & Roth IRA Agreement
- Roth IRA Conversion Form – External
- Traditional, SEP & Roth IRA Account Application – Investor Class,
OR - Traditional, SEP & Roth IRA Account Application – Class A
Option 2:
If you wish to convert your Impax Traditional, SEP, or SIMPLE (after the required 2-year holding period) IRA to an Impax Roth IRA.
Download Documents:
- Prospectus
- Traditional, SEP & Roth IRA Agreement
- Roth IRA Conversion Form – Internal
- Traditional, SEP & Roth IRA Account Application – Investor Class,
OR - Traditional, SEP & Roth IRA Account Application – Class A
Upon completion of your conversion, 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.