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Maintenance Forms
 To
download and view the text for these documents,
you must have Adobe Acrobat® Reader. You can download
Adobe Acrobat Reader
here.
If you have any difficulty, please right-click on
the link below and choose Save Target As or Save
Link As.
To obtain an application to purchase
shares of either Pearl Total Return Fund or Pearl Aggressive Growth
Fund, fill out a General Account Application, a New IRA Application
or an IRA Transfer Application, which can be printed out
from these links and then mailed to us:
Download Durable Power of Attorney Form
(PDF: 34 KB, 2 pages)
Download Change of Address Form
(PDF: 27 KB, 1 page)
Download Automatic Investment Program
Application
(PDF: 186 KB, 1 page)
Download Automatic Investment Program
Change Form
(PDF: 45 KB, 1 page)
Download
General Redemption Form
(PDF: 33 KB, 1 page)
Download IRA Withdrawal Form
(PDF: 143 KB, 2 pages)
Download Roth IRA Withdrawal
Form
(PDF: 137 KB, 2 pages)
Download Coverdell Education Savings
Withdrawal Form
(PDF: 136 KB, 2 pages)
Download IRA Beneficiary
Designation Form
(PDF: 35 KB, 1 page)
Download IRA Beneficiary
Change Form
(PDF: 35 KB, 1 page)
Download Designation of
Transfer on Death Form
(PDF: 26 KB, 1 page)
Please download and read
the prospectus carefully before investing. To view the Pearl
Mutual Funds Prospectus, please click on this link:
Download the Pearl Funds Prospectus
(PDF: 349 KB, 32 pages)
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