Account Maintenance

You can maintain your current account or open a new account by either accessing the Seven Canyons Shareholder Site or through US Mail by using the forms below.

Please mail completed forms to:

Seven Canyons Funds 
P.O. Box 219933
Kansas City, MO 64121-9933 

• REGULAR ACCOUNT APPLICATION

• ACCOUNT OPTIONS FORM

• ENTITY ACCOUNT APPLICATION

• COVERDELL EDUCATION SAVINGS ACCOUNT APPLICATION

• IRA APPLICATION

• SIMPLE IRA APPLICATION

• ROTH IRA APPLICATION

• CHANGE OF REGISTRATION GUIDELINES

• COST BASIS ELECTION FORM

• COVERDELL EDUCATION SAVINGS ACCOUNT DISTRIBUTION FORM

• COVERDELL EDUCATION SAVINGS ACCOUNT TRANSFER OF ASSETS FORM

• DESIGNATION/CHANGE OF IRA BENEFICIARY

• IRA DISTRIBUTION FORM

• IRA TRANSFER/ROLLOVER FORM

• LETTER OF INSTRUCTION FORM

• NON-QUALIFIED ASSET TRANSFER

• SEP IRA CONTRIBUTION ALLOCATION FORM

• TRANSACTION REQUEST FORM

• TRANSFER ON DEATH DESIGNATION FORM