Open a Retirement Account
What type of Retirement Account are you interested in opening (please select one)? If you wish to open more than one type of retirement account, please complete a separate application for each. Investors may contribute to mutual funds for their retirement accounts using either the Individual Investor or Class A shares.
Traditional and Roth IRA accounts in Individual Investor Class shares of the Pax World Mutual Funds, and the Pax World Money Money Market Account can be opened online if you are making a contribution at the same time. For SEP IRA, SIMPLE IRA, or accounts opened to receive rollover assets, please download and mail the appropriate documents.
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 correct application, contact Shareholder Services at 800.372.7827, Monday through Friday from 8:00am-6:00pm Eastern Time.
Important Notice for Investors:
All accounts in Class A shares, which are available in the ESG Beta Quality, Small Cap, High Yield Bond and Global Environmental Markets funds must be opened through an investment advisor, approved broker/dealer or other financial intermediary.