Prospectus

Details on investment objectives, strategies, performance, distribution policy, fees, and fund management.

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 Applications

• Account Application – Investor Class

Establish a non-retirement investment account (e.g., Individual, Joint, UTMA, Corporate, Entity)

• IRA Account Application

Establish an IRA account. Please review the applicable custodial agreement:

• IRA Agreement

• SIMPLE IRA Agreement

• Coverdell Education Savings Account Application

• Coverdell IRA Agreement

Account Maintenance Forms

• 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.

Retirement Account Forms

• IRA Distribution Form

Request a distribution from your IRA.

• IRA Asset Transfer Form

Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions

• IRS Form W-4R

FAQ

You’ll find answers to many commonly asked questions here. And if you don’t find the answer you’re looking for, give us a call. We’re happy to help. Choose a tab above for the topic you have a question about.