Invest Directly
Download Form:
Personal Account
• Becker General Application
• Financial Disclosure
• Gift Transfer Request
• Systematic Purchase/Withdrawal Request
• Transfer on Death (TOD) Request
• Trust Certification
• Coverdell/Education (ESA) Account
• Coverdell/ESA custodial Account Disclosure
• ESA Change of Designation
• ESA Transfer Request
Retirement Account
• Direct Rollover Request
• 403(b)7 IRA
• 403(b)7 Change of Beneficiary
• Health Savings Account (HSA)
• HSA Change of Beneficiary
• HSA Direct Rollover-Transfer Request
• HSA Custodial Account Disclosure
• IRA Change of Beneficiary
• IRA Transfer Request
• Roth IRA
• Roth IRA Custodial Account Disclosure
• SEP IRA
• SEP IRA Custodial Account Disclosure
• Simple IRA
• Simple IRA Custodial Account Disclosure
Distribution Forms:
• 403(b)7 Request For Distributions
• ESA Request For Distributions
• 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
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Invest via Platforms*
The Becker Fund's are 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.
- Charles Schwab & Co.
- Fidelity
- Ameritrade
- Matrix
- AST
- Bear Stearns
- ADP
- Reliance Trust
- Wilmington Trust
- Sungard
* The Becker Funds are currently in the process of establishing relationships with several intermediaries.
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