FORMS AND LITERATURE
Below you will find all of the necessary documents pertaining to all of our mutual funds and information to set up your new account or maintain your existing account. Our Prospectus provides details about charges, investment objectives, risks of investing and operating policies of our Funds. You can view the forms and documents on this page using Adobe Acrobat Reader. If you do not currently have Acrobat Reader, you can get it here.
If you have difficulty downloading documents or have any questions, please call us directly at (800) 955-9988, so that we can provide you with the appropriate assistance.
All fillable forms must have a physical signature affixed, we cannot accept electronic signatures.
| Forms & Literature Downloads | |
|---|---|
| 403(B) Distribution Form |  |
| Shelton Funds Prospectus | |
| Power Of Attorney Certification Form | |
| Account Address Change Form | |
| Retirement Account Beneficiary Designation Form | |
| Shelton Funds Annual Report | |
| Signature Card | |
| Account Application Form | |
| Account Options Form | |
| Rule 2A-7 And Holdings Disclosure | |
| SCM Trust Prospectus | |
| SCM Trust Annual Report | |
| IRA Distribution Form | |
| IRA Transfer Form | |
| Shelton Funds Semi-Annual Report | |
| IRA Application | |
| Account Distribution Form | |
| IRA Conversion Form | |
| Legal Name Change Form | |
| Letter Of Instruction Form | |
| Non-Qualified Transfer Form | |
| SCM Trust Semi-Annual | |
| SCM Trust Prospectus Tactical Credit | |
| Shelton Tactical Credit Fund October 31, 2019 Annual Report | |
| Form Adv Part 2: Firm Brochure | |
| Account Registration Change Form | |
| Monthly Total Return Information – Direct Shares | |
| Monthly Total Return Information – K Shares | |
| Shelton Funds SAI | |
| IRA Charitable Distribution Form | |
| SCM Trust SAI | |
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