Select and print the form you need, then return it to Shareholder Services.
Grandeur Peak Funds
PO Box 541150
Omaha, NE 68154
Grandeur Peak Funds
4221 N 203rd St, Suite 100
Elkhorn, NE 68022
To change a name, an address, telephone privileges, distributions, or bank information.
To change your account options or provide general instructions
To place a redemption or exchange request within your account
To select or change the cost basis method for your account
To request a one-time distribution, establish a Systematic Withdrawal Plan (SWP) or request a conversion or recharacterization
To transfer or rollover funds from a qualified plan into your Grandeur Peak IRA account
To add or modify bank information to your IRA account to authorize purchase and redemptions
To add or change beneficiaries on a retirement account
To designate or change Transfer on Death (TOD) beneficiaries on your account
To establish an Automatic Investment Plan (AIP) on your account
To establish a Systematic Withdrawl Plan (SWP) on your account
Select and print the form you need, then return it to Shareholder Services via the addresses listed above.
To open an Individual, Joint, UTMA, Trust, Entity, or Estate account
To open a new Traditional IRA or Roth IRA
To transfer or rollover funds from a qualified plan into your Grandeur Peak IRA
Transfer of non-qualified (non-IRA) assets
To open a new SIMPLE IRA
To open a new Education Savings Account (ESA)
