Good Order Requirements
Requirements to Open an Account | |
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The Pacific Funds prospectus must be delivered to the shareholder prior to the time the application is completed. | |
Good order requirements for the application |
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Non-Retirement |
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Traditional IRA SEP-IRA Roth IRA SARSEP-IRA Rollover |
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SIMPLE IRA |
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Coverdell Education Savings Account (ESA) |
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Other Forms (if applicable) |
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Forms of Payment | |
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Acceptable Forms of Payment |
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Unacceptable Forms of Payment |
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All unacceptable forms of investment will be returned. The Trust reserves the right to accept or reject any form of payment and to change its forms of investment policy at any time. If your check does not clear, your purchase would be cancelled, and you would be liable for any losses and fees incurred by the Trust or its transfer agent.