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. IMPORTANT: The Mairs and Power Balanced Fund is not registered in all 50 U.S. States or Territories. Please refer to the Balanced Fund page above for specifc state eligiblity information, or call 1-800-304-7404. Application forms will be rejected if submitted by residents in states where the Mairs and Power Balanced Fund is not legally registered to sell shares.

IRA Application: Use this form to open an Individual Retirement Account (IRA), Rollover IRA, SEP IRA, Roth IRA, Conversion Roth IRA, or SIMPLE IRA. IMPORTANT: The Mairs and Power Balanced Fund is not registered in all 50 U.S. States or Territories. Please refer to the Balanced Fund page above for specifc state eligiblity information, or call 1-800-304-7404. Application forms will be rejected if submitted by residents in states where the Mairs and Power Balanced Fund is not legally registered to sell shares.

Coverdell Education Savings Account (CESA) Application: Use this form to open a Coverdell Education Savings Account (formerly Education IRA). IMPORTANT: The Mairs and Power Balanced Fund is not registered in all 50 U.S. States or Territories. Please refer to the Balanced Fund page above for specifc state eligiblity information, or call 1-800-304-7404. Application forms will be rejected if submitted by residents in states where the Mairs and Power Balanced Fund is not legally registered to sell shares.

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. Signature guarantees required for redemptions over $25,000.