Open a Traditional or Roth IRA Account
You have selected to open a Traditional or Roth IRA Account. Before completing the Traditional, SEP & Roth IRA Account Application, please read the Prospectus, the Agreement, and the Money Market Account Fact Sheet (if applicable) carefully and then choose one or more of the Pax World investment options. Investors may contribute to mutual funds for their IRA accounts using either the Individual Investor or Class A shares.
- Traditional, SEP & Roth IRA Agreement
- Traditional, SEP & Roth IRA Account Application – Individual Investor Class, OR
- Traditional, SEP & Roth IRA Account Application – Class A
Upon receipt of your application and initial contribution, or completed online application and initial purchase authorization, 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 Traditional and SEP IRA Account Application, please contact Shareholder Services at 800.767.1729, Monday through Friday from 9:00am-6:00pm Eastern Time.