APPLICATIONS & FORMS

Fund Application
Open an individual, joint, UGMA/UTMA, trust, or corporate account.
Traditional/SEP & Roth IRA Application
Open a Traditional, SEP, OR ROTH IRA.
IRA Transfer/Conversion Request Form
Redeem and transfer funds from an existing IRA. Complete this form along with the IRA Application, if this is a new account.
Transfer on Death Form
Establish a Transfer on Death (TOD) Beneficiary on your account.
Mail all applications and forms to:
Queens Road Funds
PO Box 2175
Milwaukee WI 53201-2175
 
Or overnight to:
Queens Road Funds
C/O UMB Fund Services, Inc.
235 W Galena Street
Milwaukee WI 53212