370 Church St. Guilford, CT 06437

877-734-7862

Forms & Applications

  • Regular Application - Used to establish many types of Prospector Funds non-IRA accounts such as individual, joint tenant, trust, custodian (UTMA, UGMA), or corporate registrations.
  • Entity Account Application - The purchase application that should be used by non-person (entity) shareholders.
  • Certification of Beneficial Owners - Used to gather entity information when the entity application is not used (through gifting, retitling, etc.)
  • IRA Application - Used by the beneficiary of a deceased IRA account owner to establish an Inherited IRA with Prospector Funds. Please note, if you are transferring from another custodian you may also need the IRA Transfer of Assets/Direct Rollover Request Form.
  • Coverdell Educations Savings Account Application - Used to establish a Coverdale Education Savings account at Prospector Funds.
  • IRA Transfer Form - Used to request an IRA transfer of assets ("TOA") or a Direct Rollover from an existing retirement plan to your IRA at Prospector Funds.
  • IRA Disclosure Statement - Used to provide important information and disclosures regarding the various IRA accounts offered by Prospector.

Learn More About Our Funds