Get New Account Application - Iman Fund

Filling out the New Account Application for the Iman Fund online is a crucial first step in managing your investments. This guide will provide you with a clear, detailed approach to ensure you complete the necessary steps accurately and efficiently.

Follow the steps to successfully complete your application.

1. Click ‘Get Form’ button to initiate the process and access the application in the editor.
2. Begin by providing your personal information in the Investor Information section. Select whether you are applying as an individual or as a joint owner, and enter your first name, last name, middle initial, email address, and Social Security number.
3. Fill in your date of birth in the specified format (MM/DD/YYYY) and indicate if this is a gift to a minor or a corporate account by providing the necessary custodial or organizational information.
4. Enter your permanent street address. Note that P.O. boxes are not allowed. If applicable, complete the mailing address section to ensure proper correspondence.
5. Select your preferred cost basis method from the provided options, ensuring you consult with a tax advisor if needed. If you do not make a selection, the account will default to Average Cost.
6. Indicate your investment and distribution options, including how you would like to make your initial investment and how you prefer your dividends and capital gains handled. Remember to note any required minimums.
7. If you choose to set up an Automatic Investment Plan, provide the required bank information, including a voided check, and select your preferred frequency for draws.
8. Complete any additional selection on telephone and internet options, ensuring you understand the implications of declining these functionalities.
9. Fill out the systematic withdrawal plan details if you are intending to set up automatic withdrawals from your account.
10. Review the check redemption option if you want to establish check privileges linked to your fund account.
11. Sign and date the application form as required, ensuring all information is accurate and in accordance with IRS regulations.
12. Compile any necessary documentation and checks as outlined in the instructions to avoid any delays in processing.
13. Finally, submit your completed application by following the instructions provided, ensuring all fields are filled out correctly to enhance the processing of your account.

Start your application for the Iman Fund online today for a seamless investment experience.