Investing with Midas Funds

Investing with Midas is easy. Just fill out an account application and mail it with your check to Midas.

Take your choice of a regular account, trust or corporate account, IRA,
retirement, or educational accounts. Each application is simple with
step-by-step instructions to help you get started.

$1,000 Minimum Investment to open a Regular (or Uniform Gift/Transfer
to a Minor) account, Retirement Plan (IRA) or Coverdell
Education (ESA).

There is no minimum if you start an Automatic Investment Program,
making at least $100 monthly investments. Automatic investing is
safe, easy, and convenient -- just fill in the appropriate information
on the application.

ACCOUNT TYPES

Regular Investment Accounts:

Application: Individual, Joint and UGMA/UTMA

Application for Corporate, Trust and Other Entities
   PLUS Trust Certification Form

 Midas Fund: gold investing and natural resources
 Midas Special Fund: seeking capital appreciation
 Midas Perpetual Portfolio: seeking to preserve and
 increase the purchasing power value of its shares over the long term

Retirement and Savings Accounts:
  IRA Financial Disclosure and Fees

Traditional and SEP-IRA Accounts	Application	Frequently Asked Questions
	Transfer Form	Account Agreement/Disclosure
Save for retirement and gain tax advantages. Anyone under age 70-½ with earned income can contribute to a traditional IRA, or a Simplified Employee Pension IRA (SEP IRA, a retirement plan specifically designed for, and funded by, self-employed people and small-business owners). Contributions may be tax deductible, and taxes on earnings are deferred until you withdraw funds from the account, so your investments have the opportunity to compound faster.	Distribution Form	Change Beneficiary Form
		IRA Rollover Form

Roth IRA Accounts	Application	Frequently Asked Questions
	Transfer Form	Account Agreement/Disclosure
Roth IRA accounts have no mandatory annual distribution requirements, and you can contribute beyond age 70-½. Eligibility depends on income.	Distribution Form	Change Beneficiary Form
		IRA Rollover Form

SIMPLE IRA Account	Application	Frequently Asked Questions
	Transfer Form	Account Agreement/Disclosure
The Savings Incentive Match Plan for Employees (SIMPLE) plan is devised specifically to help satisfy the needs of small businesses with 100 or fewer employees. SIMPLE plans allow employee contributions and a limited employer contribution.	Distribution Form	Change Beneficiary Form

Coverdell Education Savings Account (ESA)	Application	Frequently Asked Questions
	Transfer Form	Account Agreement/Disclosure
An education savings account (ESA) is a plan set up and managed by a parent or guardian for a minor. Amounts deposited in the account can grow tax-deferred until distributed, and the child will not owe tax on any withdrawal for qualified primary, secondary and/or higher education expenses.	Distribution Form	Change Beneficiary Form

OTHER FORMS:
Other forms for investment and distribution.

Arrange for automatic investment into your Midas account or systematic withdrawal -- bi-weekly, monthly, quarterly, annually or semi-annually -- between your bank account and your mutual fund account.

• Auto-Invest/Withdraw Form

Have your employer automatically deduct and invest a pre-determined part of your salary into your Midas account.

• Midas Salary Investing Plan

Use this form to give shares of your mutual fund account as a gift to an individual or a charity. Since the transfer of shares does not result in a sale of securities the donor does not incur a taxable event; however, a gift tax may be applicable.

• Gift Transfer Form

Have your U.S. Government payment directly deposited to your Fund account.

• U.S. Government Direct Deposit Form

Application
Fund Fees and Expenses
Fund Commentary
Top Ten Holdings
Midas Funds FAQs
Midas in the News
Distributions
Open an Account
Contact us

The Midas Funds are managed by Midas Management Corporation, a wholly owned subsidiary of Winmill & Co. Incorporated. Winmill & Co. is engaged through subsidiaries in stock market and gold investing through its investment management of mutual funds and closed end funds.