Below you will find all of the necessary documents to set up your new account or maintain your existing account. Our Prospectus provides details about charges, investment objectives, risks of investing and operating policies of our Funds. If you have any questions, please call us directly so that we can provide you with the appropriate assistance at (800) 225-8778.

You can view the form and documents on this page using Adobe Acrobat Reader. If you do not currently have Acrobat Reader, you can get it here.

Current Annual Report

Current Semi-Annual Report

Individual, IRA, and Trust Accounts S.A.I. IRA Disclosure Statement Account Beneficiary Designation Individual Investor Accounts Regular Account Application Signature Card (for checking) Automatic Investment Plan IRA Accounts IRA/ROTH IRA Application IRA Transfer Form IRA Distribution Form Account Maintenance Change of Registration Change of Address

Prospectuses Prospectus - S Prospectus - K 401(k) Investors Fund Exchange Form IRA to 401(k) Transfer Form Enrollment Form Distribution Package Beneficiary Form

Please select the appropriate form above and click on the link to view and print the PDF document.

If you have any questions, please feel free to contact us at (800) 225-8778.

What is Adobe PDF?