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Account Forms

Account Application IRA Account Application
Transfer on Death IRA Account Information Kit
Address Change Request IRA Instructions
Dividend / Capital Gain Change Request IRA Transfer of Assets Form
Name Change Request IRA Distribution Request
Automatic Investment Plan RMD Distribution Form
Systematic Withdrawal Plan 403 (b) Distribution and Transfer Request
Redemption Request Roth IRA Conversion Request
Cost Basis Election / Change Form Beneficiary Designation
Signature Guarantee Instructions State Tax Withholding Information

 

FINRA'S BrokerCheck

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Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than performance data quoted. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than original cost. Before investing, carefully consider the Fund's investment objectives, risks, charges and expenses. For this and other information obtain the Fund's prospectus or, if available, the Fund's summary prospectus by calling (800) 326-2151 or by clicking the Literature and Forms section of this website to view or download a prospectus or, if available, a summary prospectus. Please read the prospectus carefully before you invest or send money.

Securities offered through U.S. Boston Capital Corporation, 55 Old Bedford Road, Lincoln, MA 01773. Distributor of the Pear Tree Funds, Member FINRA/SIPC, © 2018 U.S. Boston Capital Corporation.