You have selected to open a Pax World Coverdell Education Savings Account (ESA). Before completing the Coverdell ESA account application, please read the Prospectus and the Agreement carefully and then choose one or more of the Pax World investment options. Investors may contribute to mutual funds for their Coverdell ESA accounts using either the Individual Investor or Class A and Class C shares.
- Coverdell Education Savings Account Agreement
- Coverdell Education Savings Account Application - Individual Investor Class,
- Coverdell ESA Account Application - Class A and Class C
Upon receipt of your completed application and initial contribution, Pax World will mail you a confirmation with your account number and the number of shares purchased. If you have any questions, or need assistance completing the Coverdell Education Savings Account Application, please contact Shareholder Services at 800.767.1729, Monday through Friday from 9:00am-5:30pm Eastern Time.
Important Notice for Investors:
All accounts in Class A shares, which are available in the Growth, Small Cap, High Yield Bond, Global Environmental Markets, Sustainable Managers Capital Appreciation and Sustainable Managers Total Return Funds and all accounts in Class C shares, which are available in the Sustainable Managers Capital Appreciation Fund and the Sustainable Managers Total Return Fund, must be opened through an investment advisor, approved broker/dealer or other financial intermediary.