Mairs and Power Funds Forms & Applications

Forms and Applications

When opening a new account, it is your responsibility to read the Funds' prospectus, available on the Fund Reports page. It is also your responsibility to read the IRA/CESA Disclosure Statement and Custodial Account agreement if you are setting up a new IRA or CESA account.

The following applications and service forms may be downloaded as PDF files. ( Adobe Acrobat Reader required.) To view or print a form online, or to save a form as a file on your computer, please click on the respective form title:

Purchase Application: Use this form to open a regular (taxable) account for an Individual, Joint Owner, Gift to Minor, Corporation, Partnership (or other Entity), Trust, Estate or Guardianship.

IRA Application: Use this form to open an Individual Retirement Account (IRA), Rollover IRA, SEP IRA, Roth IRA, Conversion Roth IRA, or SIMPLE IRA.

Coverdell Education Savings Account (CESA) Application: Use this form to open a Coverdell Education Savings Account (formerly Education IRA).

IRA or CESA Transfer Form: Use this form when redeeming and transferring funds (Trustee to Trustee) from an existing IRA or CESA to a Mairs and Power IRA or CESA. New accounts must also complete an IRA or CESA application form.

Additional Investment Form: Use this form to make additional investments into the Funds.

Automatic Investment Form: Use this form to set up an Automatic Investment Plan thereby authorizing the Fund to make purchases automatically through your bank savings or checking account.

Change of Address: Use this form to notify Fund of change in address of record.

Change of Registration: Use this form to change name of account registration.

Change of Registration (to Transfer On Death/Pay On Death): Use this form to designate beneficiaries to your regular account. For IRA Accounts, please use the "IRA Change of Beneficiary Form" below.

Change of Dividend/Capital Gain Option: Use this form to change dividends and/or capital gains from reinvest to cash, or from cash to reinvest.

IRA Distribution Form: Use this form to request a distribution from your Retirement Account. Distributions include early withdrawal situations, distributions due to disability, death, divorce, regular distributions and required minimum distributions.

IRA Change of Beneficiary Form: Use this form to revoke prior Designations of Beneficiary and to designate new Beneficiary(ies).

Systematic Withdrawal Form: Use this form to set up an automatic redemption plan from your account.

Gift Transfer: Use this form to transfer gifted shares to another Mairs and Power Funds account. Please complete and attach a Purchase Application if gifting into a new account.

Exchange Request: Use this form to redeem and purchase between Mairs and Power Funds. Please complete and attach a Purchase Application if exchanging into a new account.

Redemption Form: Use this form to redeem from a "regular account." Original signature of account owner(s) required.