Forms & Applications
These are the most commonly requested applications and forms. If you’re not sure which form you need, give us a call. Be sure to review the prospectus before submitting an account application. Please send the signed and completed forms to:
U.S. Bancorp Fund Services
c/o U.S. Global Investors Funds
PO Box 701
Milwaukee WI 53201-0701
Click the type of form you wish to download:
- New Account Application
Establish a non-retirement investment account (e.g., Individual, Joint, UTMA, Corporate, Entity)
- IRA Account Application
Establish an IRA account. Please review the applicable custodial agreement:
- Coverdell Education Savings Account Application
- Account Options Form
Update your dividend and capital gain distribution instructions, telephone transaction options, or bank information, and sign up for electronic delivery.
- Change of Registration Form
Transfer or reregister all or a portion of an existing non-retirement account.
- Direct Deposit Enrollment Form
Instructions to set up direct deposit to your non-retirement money market account.
- Transfer on Death (TOD)/Paid on Death (POD) Designation Form
Add a Transfer on Death (TOD) or Paid on Death (POD) beneficiary to your account.
- IRA Beneficiary Addition/Change Form
Update the beneficiaries on your retirement account.
- IRA/Qualified Plan Distribution Request Form
Request a distribution from your IRA.
- IRA Transfer Form
Request a rollover or transfer from your non-U.S. Global retirement accounts.
- Required Minimum Distribution Form