Most applications and forms can be completed online. Please log in to establish and/or access your account.
Individual investors can open a new regular account (with the exception of personal trusts), or open a new IRA online. For IRA transfers and rollovers, corporate accounts or personal trusts, please see applications and instructions below.
To open an IRA account by transferring existing IRA funds and/or a direct rollover contribution from a qualified retirement plan, please see the IRA Transfer & Application Kit below. Mail completed transfer form and application to the address included.
|APPLICATIONS||FORMS||Regular Account Application||Invest by Mail Form|
|IRA Transfer & Application Kit||Redemption Form|
|IRA Application||IRA Distribution Request Form|
|IRA Transfer/Rollover Form||Required Minimum Distribution Form|
|Money Market Application||Account Options Form|
|Money Market IRA Application||Change of Address Form|
|Coverdell Education Savings Account Application||IRA Beneficiary Addition/Change Form|
|Entity Account Application||Transfer on Death (TOD)/Paid on Death (POD)|
|Certification of Beneficial Owners||Designation Form|
|Limited Power of Attorney Form|
|PROSPECTUS||Letter of Instruction Form|
|Thompson IM Funds Prospectus|
|Statement of Additional Information|
|IRA Disclosure Statement|
|Money Market Prospectus|
|Money Market Statement of Additional Information|
|REPORTS AND POLICIES|
|First Quarter Fiscal Holdings|
|Third Quarter Fiscal Holdings|
|Code of Ethics|
|Nominating Committee Charter|
|Audit Committee Charter|
|Proxy Voting Policy|
|Proxy Voting Record|
Fund holdings are subject to change and are not recommendations to buy or sell any securities.
Read both Prospectuses and the Disclosure carefully before you invest.
Please fill out, sign and mail your application with your check to:
For your protection, Thompson IM Funds requires an original signature to change the status of any account. If you have questions, please call 800.999.0887.
Thompson IM Funds
c/o U.S. Bank Global Fund Services
P.O. Box 701
Milwaukee, Wisconsin, 53201-0701
The Thompson IM Funds are offered only to United States citizens and residents. Any information on this website is intended solely for such persons.
Mutual fund investing involves risk. Principal loss is possible. Investments in smaller companies involve additional risks such as limited liquidity and greater volatility. Results include the reinvestment of all dividends and capital gains distributions.
Quasar Distributors, LLC distributor.