Documents & Forms
Prospectuses, Supplements & Applications
Retirement Account Applications & Agreements
IRA & SEP IRA
Roth IRA
Coverdell Education Savings Account (ESA)
SIMPLE IRA
403(b)(7)
Shareholder Forms
Annual Reports, Semi-Annual Reports & Portfolio Holdings
Statements of Additional Information
Proxy Voting Records
Tax Information
Notices – E-Delivery Recipients
Prospectuses, Supplements & Applications in PDF Format
You must have read/received the appropriate prospectus(es) and agreement(s) before downloading the below applications.
- 8-Fund Prospectus: 03/27/08
(Balanced Fund, Growth Fund, Value Fund, Small Cap Fund, International Fund, High Yield Bond Fund, Women’s Equity Fund, & Global Green Fund)
> Mutual Fund Account Application (Balanced Fund, Growth Fund, Value Fund, Small Cap Fund, International Fund, High Yield Bond Fund, Women’s Equity Fund, & Global Green Fund) - Money Market Fund Prospectus: 05/31/07 (Individual Investor Class)
> Money Market Fund Account Application (Individual Investor Class) - Money Market Fund Prospectus: 05/31/07 (Institutional Class)
> Money Market Fund Account Application (Institutional Class)
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Retirement Account Applications & Agreements in PDF Format:
You must have read/received the appropriate prospectus(es) and agreement(s) before downloading the below applications.
- IRA & SEP-IRA Agreement
- IRA & SEP-IRA Application
Open a Traditional IRA, Rollover IRA or SEP IRA with Pax World. - IRS Form 5305-SEP
Additional download for SEP-IRA accounts only. - IRA Rollover Guide
Explains retirement account rollovers and provides instructions to rollover an employer-sponsored plan or IRA to a Pax World IRA - IRA & SEP-IRA Transfer of Assets/Direct Rollover Form
Authorize the transfer of your employer-sponsored plan or Traditional IRA directly to Pax World. - IRA & SEP-IRA Rollover Certification Form
If you have received a check payable to you from an employer- sponsored plan or Traditional IRA that you wish to rollover to Pax World within 60 days.
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- Roth IRA Agreement
- Roth IRA Application
Open a Roth IRA with Pax World. - Roth IRA Transfer of Assets Form
Authorize the transfer of your Roth IRA directly to Pax World. - Roth IRA Rollover Certification Form
If you have received a check payable to you from your Roth IRA that you wish to rollover to Pax World within 60 days. - Roth IRA Internal Conversion Form
Convert your Pax World Traditional IRA to a Pax World Roth IRA. - Roth IRA External Conversion Form
Transfer & convert your Traditional IRA to a Pax World Roth IRA.
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Coverdell Educations Savings Account (ESA):
- Coverdell Education Savings Account Agreement (ESA)
- Coverdell Education Savings Account Application
Open a Coverdell ESA with Pax World. - Coverdell Education Savings Account Transfer of Assets Form
Authorize the transfer of a Coverdell ESA directly to Pax World for the same beneficiary. - Coverdell Education Savings Account Rollover Certification Form
If you have received a check payable to you from a Coverdell ESA that you wish to rollover to Pax World within 60 days.
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- SIMPLE IRA Agreement
- SIMPLE IRA Application
Open a SIMPLE IRA with Pax World. - SIMPLE IRA Transfer of Assets Form
Authorize the transfer of your SIMPLE IRA directly to Pax World.
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- 403(b)(7) Agreement
- 403(b)(7) Application
Open a 403(b)(7) account with Pax World. - 403(b)(7) Salary Reduction Agreement
Begin salary reduction contributions (if your employer does not provide their own form). The original form is for your employer; send a copy to Pax World with your application. - 403(b)(7) Direction of Investment Form
Change the amount or allocation of your salary reduction contributions (if your employer does not provide their own form). The original form is for your employer; send a copy to Pax World.
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- IRA Withdrawal Form
Request a total or partial distribution from your Pax World Traditional IRA, Roth IRA or SIMPLE IRA. - IRA and 403(b)(7) Required Minimum Distribution Form
Request a Required Minimum Distribution (RMD) from your Pax World Traditional IRA, SEP IRA, SIMPLE IRA or 403(b)(7) account if you are age 701/2 or older. - 403(b)(7) Withdrawal Forms and Special Tax Notice
Request a total or partial distribution from your Pax World 403(b)(7) account. The forms package also includes an Affirmative Election form for Direct Rollovers and Special Tax Notice. - State IRA Withholding Information
Annually updated state tax withholding guidelines for retirement account distributions. - Optional Account Services Form
Authorize Telephone/Online Purchases, Redemptions, Exchanges;provide bank information for Electronic Funds Transfer; establish or change an Automatic Investment. - Subsequent Investment Slips
Send with additional investments once you have established an account with Pax World. - Change of Beneficiary
Update beneficiary information for your Pax World retirement account. - Transfer on Death Form
Register your non-retirement account as Transfer On Death (TOD) with named beneficiaries. - Mutual Fund Trading Authorization
Allow someone other than the registered account owner(s) to have full trading authority. - Uniform Gift/Transfer to Minors
General information about UGMA/UTMA accounts. - Systematic Withdrawal Plan
Instructions to establish automatic redemptions of a fixed amount.
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Annual Reports, Semi-Annual Reports & Portfolio Holding Reports
- 01/31/08: Money Market Fund Annual Report
- 12/31/07: Combined 5-Fund Annual Report
- 09/30/07: Combined 4-Fund Portfolio Holdings
(Balanced Fund, Growth Fund, High Yield Fund & Value Fund) - 07/31/07: Money Market Fund Semi-Annual Report
- 06/30/07: Combined 3-Fund Semi-Annual Report
- 03/31/07: Women’s Equity Fund Annual Report
- 03/31/07: Combined 3-Fund Portfolio Holdings
(Balanced Fund, Growth Fund & High Yield Fund) - 01/31/07: Money Market Fund Annual Report
- 12/31/06: Combined 3-Fund Annual Report
(Balanced Fund, Growth Fund & High Yield Fund) - 09/30/06: Combined 3-Fund Portfolio Holdings
(Balanced Fund, Growth Fund & High Yield Fund) - 07/31/06: Money Market Fund Semi-Annual Report
- 06/30/06: Combined 3-Fund Semi-Annual Report
(Balanced Fund, Growth Fund & High Yield Fund) - 03/31/06: Combined 3-Fund Portfolio Holdings
(Balanced Fund, Growth Fund & High Yield Fund) - 01/31/06: Money Market Fund Annual Report
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Statements of Additional Information
- 8-Fund Combined SAI: 03/27/08 (Balanced Fund, Growth Fund, Value Fund, Small Cap Fund, International Fund, High Yield Bond Fund, Women’s Equity Fund, & Global Green Fund)
- Money Market SAI: 05/31/07
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- For the 12 months ended 06/30/07: Balanced Fund
- For the 12 months ended 06/30/07 Growth Fund
- For the 12 months ended 06/30/06: Balanced Fund
- For the 12 months ended 06/30/06: Growth Fund
- For the 12 months ended 06/30/05: Balanced Fund
- For the 12 months ended 06/30/05: Growth Fund
- For the 12 months ended 06/30/04: Balanced Fund
- For the 12 months ended 06/30/04: Growth Fund
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2007 Tax Information: Important Tax Information for Pax World Shareholders regarding Qualified Dividend Income and Pass-Through Exemptions.
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Notices – E-Deliver Recipients
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The Pax World High Yield Fund and the Pax World Money Market Fund do not currently own any voting securities. Should either Fund’s investment portfolio include voting securities in the future, proxy votes for such securities will be posted to this web site.