How do I open a new account for a Traditional IRA, Roth IRA, Rollover IRA, or Coverdell Education Savings Account?

Step 1

Order a fund prospectus and product booklet by:

• Calling 1.800.222.5852 and requesting a prospectus (all share classes)
• Downloading a prospectus (A, B & C shares)
• Downloading a prospectus (J shares)
• Requesting a prospectus be mailed to you (A, B & C shares)
• Requesting a prospectus be mailed to you (J shares)

Step 2

Complete the application as instructed on the form.

Step 3

Mail the signed application and check according to the instructions on the application.

Need help?

If you need help or have any questions about opening a new account or filling out the application, call us at 1.800.222.5852.

Before investing in mutual funds, investors should carefully consider the investment objectives, risks, charges and expenses of the funds. This and other information is contained in the free prospectus, which can be obtained by:

• Calling 1.800.222.5852 and requesting a prospectus (all share classes)
• Downloading a prospectus (A, B & C shares)
• Downloading a prospectus (J shares)
• Requesting a prospectus be mailed to you (A, B & C shares)
• Requesting a prospectus be mailed to you (J shares)

Please read the prospectus carefully before investing. See the mutual fund section of our site for a description of the different share classes.