You have selected to open a SEP IRA Account. Before completing the Traditional, SEP and Roth IRA Account Application and IRS Form 5305-SEP, please read the Prospectus and the Agreement carefully and then choose one or more of the Pax World investment options. Investors may contribute to mutual funds for their SEP IRA accounts using either the Investor or Class A shares.
- Traditional, SEP & Roth IRA Agreement
- Traditional, SEP & Roth IRA Account Application – Investor Class, OR
- Traditional, SEP & Roth IRA Account Application – Class A
- IRS Form 5305-SEP
Upon receipt of your application and 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 Traditional, SEP & Roth IRA Account Application, 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.