Account Application for Individual, Joint and UGMA/UTMA Accounts

Account Application for Trusts, Corporations and Other Entities

IRA Application for Traditional, ROTH, SEP, Rollover, and SIMPLE IRA Accounts

ESA (Education Savings Account)

ABC Investment Plan Enrollment Form

Account Options Form

Change of Address Form

Change of Registration Form

Checkwriting Privilege Form

Direct Deposit Enrollment Form

Limited Trading Authorization Form

Redemption Authorization Form

Systematic Withdrawal Plan Form

Transfer on Death Form

U.S. Treasury Securities Cash Fund VISA® Application

Incoming Wiring Instructions

IRA / ESA Transfer Request Form

IRA Distribution Form

Designation of Beneficiary Form

Direct Rollover Request

IRA Roth Conversion Form

Request to Recharacterize an IRA Contribution Form

IRA / ESA Correction of Excess Form

IRA Account Application Addendum Form

403(b)(7) Request for Transfer Form

SIMPLE IRA Summary Description

SIMPLE IRA Adoption Agreement

SIMPLE IRA Salary Deferral Agreement Enrollment Form

SIMPLE IRA Notification to Employees

SIMPLE IRA Plan Document

Please consider carefully the fund’s investment objectives, risks, charges and expenses. For this and other important information, obtain a fund prospectus by visiting www.usfunds.com or by calling 1-800-US-FUNDS (1-800-873-8637). Read it carefully before investing. Distributed by U.S. Global Brokerage, Inc. An investment in a money market fund is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.

A program of regular investing doesn’t assure a profit or protect against loss in a declining market. You should evaluate your ability to continue in such a program in view of the possibility that you may have to redeem fund shares in periods of declining share prices as well as in periods of rising prices.