Get Regular Account Application - Investor Class - Hennessy Funds

Filling out the Regular Account Application - Investor Class for Hennessy Funds online ensures a streamlined process for initiating your investment. This guide provides comprehensive, step-by-step instructions to help you accurately fill out the form and submit your application with ease.

Follow the steps to complete your application online.

1. Click ‘Get Form’ button to access the Regular Account Application - Investor Class and open it in your document management tool.
2. Begin by filling out the Investor Information section. Select the appropriate ownership type: Individual, Joint Owner, Gift to Minor, Tax Exempt Organization, or Other Entity. Provide required details such as names, Social Security numbers, and dates of birth where applicable.
3. In the Permanent Street Address section, input your residential address or principal place of business. Note that foreign addresses and P.O. Boxes are not permitted.
4. Complete the Cost Basis Method section by selecting your preferred method from the options provided, ensuring you understand the implications of each choice.
5. Indicate your Investment and Distribution Options, specifying the amounts you wish to invest in each fund and how you would like capital gains and dividends handled.
6. If you choose to set up an Automatic Investment Plan (AIP), fill in the relevant details including the amount per withdrawal and frequency.
7. Select your preferences for Telephone and Internet Options. If you wish to decline these privileges, check the appropriate box.
8. Provide details for E-Delivery Options, ensuring you enter a valid email address to receive important documents electronically.
9. If opting for a Systematic Withdrawal Plan (SWP), indicate the amount and frequency of withdrawals.
10. Attach a voided check if required for Automatic Investment Plan or other bank transfer options.
11. Complete the Check Redemption option if you wish to establish check-writing privileges for your selected money market fund.
12. Sign and date the application in the Signature and Certification section, ensuring all owners sign where necessary.
13. Review your application before submitting. Ensure all required fields are completed and documentation is included. Save your changes, download, print, or share the completed application as needed.

Complete your Regular Account Application - Investor Class online today to start your investment journey.