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General Documents, Report, & Forms


General Documents
 

  Prospectus
 
Statement of Additional Information
 
Financial Disclosure Form
 
General Application Form
 
Non-Retirement Account Transfer Form
 

Individual Retirement Account Disclosuress
 

  Roth Individual Retirement Custodial Account Disclosure
 
Simple Individual Retirement Account Disclosure
 
Standard Individual Retirement Account Disclosure
 

Individual Retirement Account (IRA) Forms
 

  Standard Individual Retirement Account Application
 
Individual Retirement Account Change of Beneficiary Form
 
Individual Retirement Account Distribution Request Form
 
Individual Retirement Account Rollover Request Form
 
Individual Retirement Account Transfer Request Form
 
SIMPLE Individual Retirement Account Application
 
SIMPLE Plan Notification to Employees
 
SIMPLE/Standard IRA Transfer Request Form
 
Roth Individual Retirement Account Application
 

Coverdell/Education Savings Account (ESA) Forms
 

  Coverdell/Education Account Application
 
Coverdell/Education Account Change of Designation Form
 
Coverdell/Education Account Distribution Request Form
 
Coverdell/Education Account Transfer Form
 

Health Savings Account (HSA) Forms
 

  Health Savings Account Application
 
Health Savings Account Change of Beneficiary Form
 
Health Savings Account Distribution Request Form
 
Health Savings Account Direct Rollover-Transfer Request Form
 
Health Savings Account Transfer Request Form
 
Health Savings Custodial Account Disclosure
 

403(b)(7) Retirement Account Forms
 

  403(b)(7) Custodial Account Application
 
403(b)(7) Custodial Account Change of Beneficiary Form
 
403(b)(7) Custodial Account Distribution Request Form
 
 

Other Forms
 

  Transfer On Death Form
 
Trust Certificate Form
 
Gift Transfer Form
 
Systematic Purchase/Withdrawal Request Form

 

 

   

 

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 800-238-7701 or by downloading one online at www.thearcherfunds.com.

 

The Fund's past performance does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 800-238-7701

 

Distributed by Unified Financial Securities, Inc., 2960 N. Meridian St., Suite 300, Indianapolis, Indiana 46208-4715

 

Copyright © 2007, Archer Funds, All rights reserved.