Tanzania Finance

Dec 31 2017

Retirement Account – Pax World Funds

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Open a Retirement Account

What type of Retirement Account are you interested in opening (please select one)? If you wish to open more than one type of retirement account, please complete a separate application for each. Investors may contribute to mutual funds for their retirement accounts using either the Individual Investor or Class A shares.

Traditional and Roth IRA accounts in Individual Investor Class shares of the Pax World Mutual Funds, and the Pax World Money Money Market Account can be opened online if you are making a contribution at the same time. For SEP IRA, SIMPLE IRA, or accounts opened to receive rollover assets, please download and mail the appropriate documents.

Upon receipt of your completed 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 correct application, contact Shareholder Services at 800.372.7827, Monday through Friday from 8:00am-6:00pm Eastern Time.

Important Notice for Investors:

All accounts in Class A shares, which are available in the ESG Beta Quality, Small Cap, High Yield Bond and Global Environmental Markets funds must be opened through an investment advisor, approved broker/dealer or other financial intermediary.

Contact Information

Shareholder Account Information:

Phone: 800.372.7827 (Monday – Friday 8:00AM-6:00PM ET)

Pax World Mutual Funds
P.O. Box 55370
Boston, MA 02205-5370

For overnight delivery:
Pax World Mutual Funds
C/O BFDS
30 Dan Road Suite #55370
Canton, MA 02021-2809

Phone: 800.767.1729 (Monday – Friday 9:00AM-5:30PM ET)

Pax World Connection, our quarterly shareholder newsletter, is now available as a PDF.

You should always consider Pax World Funds’ investment objectives, risks, and charges and expenses carefully before investing. For this and other important information, please download a fund prospectus. Please read it carefully before investing.

Investments involve risk, including potential loss of principal.

© 2017 Pax World Management LLC. All rights reserved. Distributed by ALPS Distributors, Inc.


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