Invest Directly

Download Form:

Personal Account
Coverdell/Education Account
Retirement Account
• Roth IRA
• Roth IRA Custodial Account Disclosure
• SEP IRA
• SEP IRA Custodial Account Disclosure
• Regular/Spousal IRA
• Transfer IRA
• 403(b)7 IRA
• Health Savings Account (HSA)
• Simple IRA
• Simple IRA Custodial Account Disclosure

Distribution Forms:

• (IRA) Request For Distributions

• (HSA) Request For Distributions

Mail Completed Forms To:

Becker Value Funds
c/o Unified Fund Services, Inc.
2960 N. Meridian St., Suite 300
Indianapolis, Indiana 46208-4715

Unified Financial Services, Inc.
1-800-551-3998

Invest via Platforms*

The Becker Fund is available on several Mutual Fund Platforms on a no-transaction fee (NTF) basis. In the event the Becker Funds are not available on a particular platform, please do not hesitate to call our National Marketing Group for assistance.

ADP
AST
Charles Schwab & Co.
Fidelity
Great West Life
ICMA
Mass Mutal
Matrix
Pershing
Principal
Prudential
Putnum
Reliance Trust
Standard Insurance
Sungard
TD Ameritrade
Vanguard
Wilmington Trust

Invest Directly

Download Form:

Distribution Forms:

Mail Completed Forms To:

Invest via Platforms*

* The Becker Fund is currently in the process of establishing relationships with several intermediaries.