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Impax Asset Management Form ADV (12/13/2022) | Impax Asset Management Form ADV 2A & ADV 2B (12/13/2022)

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TitleDescriptionDownload
1Mutual Fund Account Application - Investor and Institutional ClassNew mutual fund account application for investing in the Investor Class shares of the funds. Individual, Joint Tenants, Custodial UTMA, Trust, Non-Profit Organization and Corporation account options are available.PDF
2Mutual Fund Account Application - Class ANew mutual fund account application for investing in the Class A shares of the funds available through a financial representative. Individual, Joint Tenants, Custodial UTMA, Trust, Non-Profit Organization and Corporation account options are available.PDF
3Certification Regarding Beneficial Owners of Legal Entity CustomersMust be completed along with a new account application when opening an account for certain legal entities.PDF
4Transfer on Death FormRegister your non-retirement account as Transfer On Death (TOD) to provide named beneficiaries.PDF
5Shareholder Service FormAdd/Change Bank Information for Electronic Funds Transfer; Add/Change an Automatic Invest Plan; Update Dividend/Capital Gain Options; Elect a Cost Basis Method.PDF
6Shareholder Mailing FormUpdate your E-Delivery options, add a recipient for duplicate statements, link accounts with different registrations to a single quarterly account statement and online Access User ID.PDF
7Gift of Shares FormGive shares from your non-retirement Pax World account to an individual or organization.PDF
8Change of Ownership / Account Re-registration FormChange or re-register the ownership of all or a portion of an existing non-retirement account as a transfer of shares.PDF
9Custodial Account Transfer of Ownership FormRe-register an UTMA/UGMA, Minor IRA, or Minor Roth IRA account when the child reaches the age of majority.PDF
10Name Change FormUpdate your legal name change.PDF
11Non-Retirement Redemption FormAuthorize a redemption from your Non-Retirement account.PDF
12Non-Retirement Account Transfer FormAuthorize the transfer of your Non-Retirement account from another mutual fund company directly to Pax World Mutual Funds.PDF
13Subsequent Investment SlipSend with an additional investment once you have established an account with Pax WorldPDF
14Affidavit of DomicileUsed with additional documents to update an account in the event of the owner’s death.PDF
15IRS Form W-9Certify your Tax ID/Social Security number or S Corporation/C Corporation statusPDF
TitleDescriptionDownload
1Traditional, Roth & SEP IRA Account Application - Investor ClassUse to open a new Traditional IRA, Rollover IRA, SEP-IRA or Roth IRA in the Investor class shares of the funds. If opening a SEP-IRA, you must complete and attach the IRS Form 5305-SEP below.
2Traditional, Roth & SEP IRA Account Application - Class AUse to open a new Traditional IRA, Rollover IRA, SEP-IRA, or Roth IRA account through a financial representative in the Class A shares of the funds. If opening a SEP-IRA, you must complete and attach the IRS Form 5305-SEP below.
3Traditional, Roth & SEP IRA AgreementIncludes application instructions, Disclosure Statement, Traditional IRA Custodial Agreement and Roth IRA Custodial Agreement.PDF
4IRS Form 5305-SEPMust be completed along with a Traditional & Roth IRA Account Application above when opening a SEP-IRA account.PDF
5Traditional IRA & Roth IRA Transfer of Assets/Direct Rollover FormAuthorize the transfer of your employer-sponsored plan, Traditional IRA or Roth IRA directly to Impax. Do not use this form for a Roth Conversion or Recharacterization.PDF
6Traditional IRA & Roth IRA Rollover/Conversion Certification FormIf you have received a check payable to you from an employer-sponsored plan, Traditional IRA or Roth IRA that you wish to roll over to Impax within 60 days.PDF
7SIMPLE IRA Account Application - Investor ClassUse to open a new SIMPLE IRA account in the Investor class shares of the funds. Include a copy of your employer's SIMPLE Adoption Agreement.
8SIMPLE IRA Account Application - Class AUse to open a new SIMPLE IRA account through a financial representative in the Class A shares of the funds. Include a copy of your employer's SIMPLE Adoption Agreement.
9SIMPLE IRA AgreementIncludes application instructions, Disclosure Statement and Custodial Account Agreement.PDF
10SIMPLE IRA Transfer of Assets FormAuthorize the transfer of your SIMPLE IRA directly to Impax.PDF
11SIMPLE IRA Rollover Certification FormIf you have received a check payable to you from your SIMPLE IRA that you wish to roll over to Impax within 60 days.PDF
12Coverdell Education Savings Account Application - Investor ClassUse to open a new Coverdell Education Savings account in the Investor Class shares of the funds.
13Coverdell Education Savings Account Application - Class AUse to open a new Coverdell Education Savings account through a financial representative in the Class A shares of the funds.
14Coverdell Education Savings Account AgreementIncludes application instructions, Disclosure Statement, questions and answers and Custodial Account Agreement.PDF
15Coverdell Education Savings Account Transfer of Assets FormAuthorize the transfer of a Coverdell ESA directly to Impax from the same beneficiary.PDF
16Coverdell Education Savings Account Rollover Certification FormIf you have received a check payable to you from a Coverdell ESA that you wish to roll over to Impax within 60 days.PDF
17Change of Beneficiary FormUpdate beneficiary information for your Impax retirement account.PDF
18Coverdell Education Savings Account Change of Beneficiary FormUpdate death beneficiary information for your Impax Coverdell ESA account.PDF
19IRA Withdrawal FormRequest a total or partial distribution from your Impax IRA, Roth IRA, or SEP-IRA.PDF
20IRA Required Minimum Distribution FormRequest a Required Minimum Distribution (RMD) from your Impax Traditional IRA, SEP IRA or SIMPLE IRA account if you are age 70½ or older.PDF
21IRA Qualified Charitable Distribution FormRequest a Qualified Charitable Distribution (QCD) from your Impax Traditional IRA or Roth IRA account if you are age 70½ or older.PDF
22SIMPLE IRA Withdrawal FormRequest a total or partial distribution from your Impax SIMPLE IRAPDF
23Coverdell ESA Withdrawal FormRequest a total or partial distribution from your Impax Coverdell ESA.PDF
24Roth IRA Conversion - InternalConvert your Impax Traditional IRA to an Impax Roth IRA.PDF
25Roth IRA Conversion - ExternalTransfer & Convert your Traditional IRA with another company to an Impax Roth IRA.PDF
26IRA Recharacterization Form - Internal ContributionRecharacterize a conversion or contribution between an Impax Roth IRA and an Impax Traditional IRA.PDF
27IRA Recharacterization Form- External ContributionRecharacterize a conversion or contribution between a Roth IRA and Traditional IRA between two different financial institutions.PDF
28IRA Self-Certification for Acceptance of a Late Rollover Contribution FormIf you need to certify a waiver of the 60-day rollover rule within 30 days after the initial deadline for certain situations.PDF
29403(b)(7) WithdrawalRequest a total or partial distribution from your Impax 403(b)(7) account.PDF
30Shareholder Service FormAdd/Change Bank Information for Electronic Funds Transfer; Add/Change an Automatic Invest Plan; Update Dividend/Capital Gain Options; Elect a Cost Basis Method.PDF
31Custodial Account Transfer of Ownership FormRe-register an UTMA/UGMA, Minor IRA, or Minor Roth IRA account when the child reaches the age of majority. PDF
32Subsequent Investment SlipSend with an additional investment once you have established an account with Impax.PDF
TitlePublished/RevisedDownload
Impax Engagement Report – 2021 imageImpax Asset Management Engagement Report – 20227/2023PDF
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