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Account Applications & Disclosures
Account Applications (all application pdf files are fillable forms) IRA Disclosures Through Financial Intermediaries: You may place your order through financial intermediary authorized to take orders for a Fund. Financial intermediaries include broker-dealers; banks; insurance company separate accounts; investment advisors; administrators or trustees of IRA recognized tax-deferred savings plan (“Financial Intermediaries”), such as 401(k) retirement plan; or a 529 college savings plan that maintains an omnibus account with a Fund for trading on behalf of its customers or participants. If you have any questions, please call 1-888-345-1898 for more information. |