U.S. Citizens
United States Citizens and Residents print the Regular Account Application form.
1. Print out a Fund Application Form. Fill out the form and return it to the address below with a check for any amount (the MP 63 Fund does not require a minimum investment amount).
2. Provide copy of a US Government ID (like a driver’s license).
3. If the document provided doesn’t have your address, include proof of your address, like a local utility bill.
4. Alternatively, you may wire transfers to fund your account: Your initial investment can be made by a wire transfer from your bank.
A. First, call Mutual Shareholder Services (MSS) at 877-676-3386 to get your MP 63 Fund Account Number and to alert them that a wire will be coming from your bank. (If no one is available, dial “O” and explain that you are sending a wire to establish an account with the MP 63 Fund. You will be assigned an Account Number.)
B. Then instruct your bank to send the wire to the following address:
U.S. Bank, N.A. Cincinnati, OH ABA 042000013
For credit to the MP 63 Fund, Your Account Number ____________ [which you were provided by MSS]
Mutual Shareholder Services MP 63 Fund
8000 Town Centre Drive, Suite 400 Broadview Heights
Ohio 44147
USA
Foreigners who live in the U.S.
Foreigners who live in the U.S. print the Regular Account Application form.
1. Print out a Fund Application Form. Fill out the form and return it to the address below with a check for any amount (the MP 63 Fund does not require a minimum investment amount).
2. Provide a copy of a US government issued ID (like a driver’s license).
3. If the document provided doesn’t have your address, include proof of your address, like a local utility bill.
4. Alternatively, you may wire transfers to fund your account: Your initial investment can be made by a wire transfer from your bank.
A. First, call Tina Olexo, Mutual Shareholder Services (MSS) at 1-440-922-0066, ext. 102 to get your MP 63 Fund Account Number and to alert her that a wire will be coming from your bank. (If Tina is not available, dial “O” and explain that you are sending a wire to establish an account with the MP 63 Fund. You will be assigned an Account Number.
B. Then instruct your bank to send the wire to the following address:
U.S. Bank, N.A. Cincinatti, OH ABA 042000013
For credit to the MP 63 Fund, Your Account Number ____________ [which you were provided by Tina]
Mutual Shareholder Services MP 63 Fund
8000 Town Centre Drive, Suite 400 Broadview Heights
Ohio 44147
USA
Foreigners who live in foreign countries
Foreigners who live in foreign countries print the Regular Account Application form.
1. Print out a W-8BEN Form and a Fund Application Form.
2. Enclose a copy of your passport or your local government issued ID (like a driver’s license).
3. If those documents don’t have your address, include proof of your address, like a local utility bill.
4. If your initial investment is more than $3,000, also provide proof of funds, which could be a bank account statement. (the MP 63 Fund does not require a minimum investment amount).
5. To fund your account: get a check or bank draft in US dollars and mail it the address below with the documents described above (W-8BEN Form, Fund Application Form, proof of address, and possibly proof of funds).
6. Alternatively, you may wire transfers to fund your account:
A. First, call Tina Olexo, Mutual Shareholder Services (MSS) at 1-440-922-0066, ext. 102 to get your MP 63 Fund Account Number and to alert her that a wire will be coming from your bank. (If Tina is not available, dial “O” and explain that you are sending a wire to establish an account with the MP 63 Fund. You will be assigned an Account Number.
B. Then instruct your bank to send the wire to the following address:
U.S. Bank, Swift
Cincinatti, OH
For credit to the MP 63 Fund, Your Account Number ____________ [which you were provided by Tina] Mutual Shareholder Services
MP 63 Fund
8000 Town Centre Drive, Suite 400 Broadview Heights
Ohio 44147
USA
Procedure to add funds to an existing account
If you are already a shareholder, you can send a check to Mutual Shareholder Services with your name and address and MP63 Fund account number and it will get invested in your account.
Address the envelope to: Mutual Shareholder Services, MP63 Fund 8000 Town Centre Drive, Suite 400 Broadview Heights, OH 44147, USA.