Regular Investing Plans




Forms

Bank Transfer Form for Auto-Investing

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.

Midas Salary Investing Plan

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

U.S. Government Direct Deposit Form

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

Gift Transfer Form

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.

Forms
Application
(pdf)
Bank Transfer Form for Auto-Investing
pdf
(pdf)
Midas Salary Investing Plan
pdf
(pdf)
U.S. Government Direct Deposit Form
pdf
(pdf)
Gift Transfer Form
pdf
(pdf)

 

IMPORTANT: In compliance with the USA PATRIOT Act, Federal Law requires all financial institutions (including mutual funds) to obtain, verify, and record information that identifies each person who opens an account.

WHAT THIS MEANS FOR YOU: When you open an account, you must provide your name, address, date of birth, and other information that will allow us to identify you. We may also ask for additional identifying documents. The information is required for all owners, co-owners, or anyone authorized to sign or transact on behalf of a legal entity that will own the account. We will return your application if this information is missing. If we are unable to verify this information, your account may be closed and you will be subject to all applicable costs.


 
   
 

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