Forms & Applications
These are the most commonly requested applications and forms. If you’re not sure which form you need, give us a call. Be sure to review the prospectus before submitting an account application. Please send the signed and completed forms to:
U.S. Global Investors Funds
PO Box 588
Portland ME 04112
Click the type of form you wish to download:
- Account Update Form
Update your dividend and capital gain distribution instructions, telephone transaction options, bank information, and add beneficiary or Transfer on Death instructions.
- Change of Ownership Form
Transfer or reregister all or a portion of an existing non-retirement account.
- Non IRA Redemption Form
The Non IRA Redemption Form is for use with non-IRA accounts. It may be used in lieu of hand-written instructions for investors who do not have phone redemption privileges.