Account Forms - Grandeur Peak Global

Mail-in Account Maintenance

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)