Thank you for choosing to make your investments matter by opening an account with Domini. Whether you're a newcomer or an experienced investor, you can get started with a few easy steps.

Getting Started

1.    Please review our prospectus, and select the Domini Fund(s) you wish to invest in.

2.    Determine the type of account you’d like to open.

3.    Download the appropriate application below, or request an application by mail.

4.    Decide if you wish to establish an Automatic Investment Plan.

5.    Fill out your application and return it to this address:

What You Will Need

·   Your Social Security or Tax ID Number

·   A mailing address (not a P.O. Box) in the United States (Important Notice for Non-U.S. Investors)

·   If you are electronically transferring funds in order to open your account: your bank account routing and account number

·   If you are opening an IRA, CESA education account, or UGMA/UTMA custodial account: information about your beneficiary, including name, address, Social Security number, and date of birth

If you have questions, please call us at

1-800-582-6757.

Domini Funds

P.O. Box 9785

Providence, RI 02940-9785

Quick Links to Applications and Forms for:

Regular Mutual Fund Accounts | Retirement Accounts | Education Savings Accounts

Each application offers all Domini Funds including the Domini Money Market Account.

To invest in a regular (non-IRA) mutual fund or money market account

Use this application for individual accounts, joint accounts, custodial accounts (for minors), corporate or partnership accounts, or trust accounts.

Open a regular non-IRA mutual fund account:

New Account Application

To invest for your retirement

(Learn more about your retirement investing options: Domini Learning & Planning Center.)

INDIVIDUAL IRAs, Traditional or Roth (What’s the difference?)

Open a new IRA account:

IRA Application

Convert a Traditional IRA to a Roth IRA:

IRA Conversion Form

Move an IRA from another fund company to Domini:

IRA Transfer Form

Move assets from a 401(k) plan account or other retirement plan to Domini:

IRA Rollover Form

SEP-IRA

Participate in your employer’s SEP-IRA plan (please confirm with your employer that a plan has already been set up):

IRA Application

SIMPLE IRA

Participate in your employer’s SIMPLE IRA plan (please confirm with your employer that a plan has already been set up):

SIMPLE IRA Application (you must submit a copy of your employer’s SIMPLE IRA Adoption Agreement)

Move a SIMPLE IRA from another fund company to Domini:

SIMPLE IRA Transfer Form

403(b) Plan

Participate in your employer’s 403(b) plan (please confirm with your employer that a plan has already been set up):

403(b) Plan Application

Move 403(b) plan assets from another fund company to Domini:

403(b) Plan Transfer Form

Legal Documents: Terms and Conditions | IRA Disclosure Statement and Custodial Agreement | 403(b) Plan Disclosure Statement and Custodial Agreement

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To invest for college/education costs

Use applications in this section to invest for anyone under 18 — your children, grandchildren, or friends. (Learn more about your education investing options: Domini Learning & Planning Center.)

COVERDELL EDUCATION SAVINGS ACCOUNT (CESA)

Open a CESA: 

CESA Application

Move a CESA from another company to Domini:

CESA Transfer Form

For more information: CESA Disclosure Statement and Custodial Agreement

UGMA/UTMA (CUSTODIAL) ACCOUNT

Save for a child’s education with an UGMA/UTMA custodial account:

New Account Application

(fill out part B of section 1)

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Automatic Investment Plan

Establishing a consistent investment program can be a crucial first step toward achieving your financial goals. Domini makes it easy to benefit from the discipline of “dollar-cost averaging” with our Automatic Investment Plan.

To establish this service when you open your account, please follow the instructions on your Account Application.

Begin an Automatic Investment Plan for an existing account:

Automatic Investment Plan Registration Form

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