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Rollover a SIMPLE IRA Account to a Pax World SIMPLE IRA Account

You have selected to roll over your current SIMPLE IRA Account into a Pax World SIMPLE IRA Account. Before completing the necessary forms, please read the Prospectus and the Agreement carefully and then choose one or more of the Pax World investment options. Investors may rollover into mutual funds for their SIMPLE IRA accounts using either the Investor or Class A shares.

Option 1:

If you wish to authorize the transfer of your SIMPLE IRA directly to a Pax World SIMPLE IRA.

Download Documents:

Option 2:

If you have received a check payable to you from a SIMPLE IRA that you wish to roll over to a Pax World SIMPLE IRA within 60 days.

Download Documents:

Upon receipt of your 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 appropriate forms, 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 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.