IRA Application Test 2 | Shelton Funds

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IRA Application Test 2austin2023-06-21T20:01:03-06:00

Step 1 of 8

12%

Account Application
Your Investment Mix

We've used your answers to pre-select an appropriate type of investment to your style of investing below. Remember that each investment that you make falls somewhere along an investment spectrum of potential return and potential risk.
Select an Allocation Model*
The pre-selected model was determined based on your previous answers.
- Aggressive
- Growth
- Moderate
- Balanced
- Conservative

New User
CAPTCHA
Name*
First Middle Last
Email*
Phone
Printable Account Application
Printable IRA Form

Type of IRA
Select One*
- Retirement Rollover
This field is hidden when viewing the form
Employer Name and Address
Employer Name*
Employer Address*
City*
State*
Country*
Country
Zip Code*

Rollover Amount
- $250,000
- $100,000
- $50,000
- $25,000
- $5,000
Required*
I agree I have read the prospectus for the fund(s) in which I am investing.

Account Owner Registration
Name*
First Middle Last
Legal Address*
This field is hidden when viewing the form
Filled
Address Filled
City*
State*
Mailing Country*
Country
Zip Code*
Mailing Address Same
- Same mailing address as legal address
Mailing Address
Mailing City
Mailing State
Country*
Country
Mailing Zip Code
Mobile Phone Number*
Alternative Phone Number
Email*

This field is hidden when viewing the form
Account Information
Account Information
U.S. Citizen
- Yes
- No
Date of Birth
Month
Day
Year
Social Security Number*

Fund the Account
Account Type*
- Direct Rollover | Wire
- Direct Rollover | Check
- Indirect Rollover
- Contact a Client Services Representative for guided transfer instructions (800) 955-9988.
Add Bank Account
- Add bank account for withdrawals
Name on Bank Account*
Bank Name*
Bank Account Number*
ABA Routing Number (9 Digits)*
This field is hidden when viewing the form
Cost Basis
- Average Cost Method (ACM)
- Specific Share Identification (SSI)
By providing bank information you are authorizing purchases and redemptions via ACH transfer and/or wire transfer. This authorization will allow you to make such transactions via telephone with a Client Service Representative or on the website www.sheltoncap.com. If a check to fund this account is not included with this application, the initial purchase (as indicated in the Investment Options section of this form) will be drawn from the bank account provided.
W-9 Certification:
Under penalty of perjury:
1. I certify that the number shown on this form is my current Social Security Number(s) or Taxpayer Identification number(s).
2. I am not subject to backup withholding either because I have not been notified that I am subject to backup withholding as a result of failure to report all interest or dividends, or the Internal Revenue Service has notified me that I am no longer subject to backup withholding.
3. I am a U.S. person (including resident alien). The Internal Revenue Service does not require your consent to any provision of this document other than the certification required to avoid backup withholding.
4. I am exempt from FATCA reporting.

Review and Submit
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Date
MM slash DD slash YYYY
Consent*
I agree to the privacy policy.

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© 2025 Shelton Capital Management | All Rights Reserved | 800-955-9988 | [email protected]

Investors should consider a fund's investment objectives, risks, charges, and expenses carefully before investing.
The prospectus contains this and other information about the fund. To obtain a prospectus, visit www.sheltonfunds.com or call (800)-955-9988.
A prospectus should be read carefully before investing.
For more current month-end Fund performance information, please call our office at (800) 955-9988.
Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.