Each application and form has simple step-by-step instructions to help you get started.
IMPORTANT: In compliance with the USA PATRIOT Act, Federal Law requires all financial
institutions (including mutual funds) to obtain, verify, and record information that identifies
each person who opens an account.
WHAT THIS MEANS FOR YOU: When you open an account, we must get your name,
address, date of birth, and other information that will allow us to identify you. We may also
ask for additional identifying documents. The information is required for all owners, co-owners,
or anyone authorized to sign or transact on behalf of a legal entity that will own the account.
We will return your application if this information is missing. If we are unable to verify this
information, your account may be closed and you will be subject to all applicable costs.
ACCOUNT TYPES
MIDAS MUTUAL FUND ACCOUNTS:
Midas Fund Midas Special Fund Midas Dollar Reserves

Application for single, joint and UGMA/UTMA
Application for Corporations, Trusts and Other Entities
PLUS Trust Certification Form
MIDAS FUNDS RETIREMENT ACCOUNTS:
Traditional and SEP-IRA Accounts Application Frequently Asked Questions

Roth
IRA Accounts Application Frequently Asked Questions

SIMPLE
IRA Accounts Application Frequently Asked Questions

403(b)(7) Retirement Plan Accounts
Application Frequently Asked Questions

Coverdell Education Savings Accounts Application Frequently Asked Questions

TRANSFER FORMS:
Convert your other plans into your Midas Fund plan, arrange a distribution or Rollover, or add or change a beneficiary to your account.
OTHER FORMS:
Other
forms for investment and distribution.
Bank Transfer Form for Auto-Investing

Midas Salary Investing Plan

403(b)(7) Salary Reduction Agreement

U.S.
Government Direct Deposit Form

Gift Transfer Form
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