2008 Prospectus - February 28, 2008

Privacy Notice

New Account Application (regular account)

2008 Semi-Annual Report- April 30, 2008

2007 Annual Report- October 31, 2007

2008 Statement of Additional Information (SAI)

Traditional and Roth IRA Application*

IRA Transfer/Rollover Form

IRA Required Minimum Distribution Form

IRA Beneficiary Designation Form

IRA Withholding Election Change Form

403(b) Account Application

403(b) Additional Investment Form

403(b) Employer Custodial Agreement

403(b) Provider Custodial Agreement

Education Savings Account Application*

* It is required that the following disclosure statements be read prior to downloading an application as it includes important information regarding the terms and conditions of a Metzler/Payden IRA account.

Traditional IRA disclosure statement
Roth IRA disclosure statement
Education Savings Account disclosure statement

Account Privileges Change Form – Change account information

Account Registration Change Form - Change account registration information

Additional Investment Form – Purchase additional shares

Automated Investment Programs Application – Purchase additional shares via electronic transfer from your checking account

Transfer on Death Registration Form – Add transfer on death to an account

Internet Privileges Change Form - Change internet privileges

All of the articles above are in PDF format, and can only be opened through Adobe Acrobat Reader. Download the Free Adobe Acrobat Reader.

Request a prospectus, annual report, application forms or other forms via U.S. mail.