Open an Account
Open an Account by Mail
Account applications are available for download in PDF format. Simply select the appropriate account type below, print out an application and return it signed and completed to us. If you’d prefer to receive these forms by mail, request an investment kit.
Standard Account Applications (Non-Retirement)
To open a standard non-retirement mutual fund account, download a PDF application by selecting the appropriate link below.
- New Account Application (individual and joint accounts)
- New Account Application for Organizations (corporations, trusts, partnerships and others)
Retirement Account Applications
Traditional and Roth IRAs
Transfer assets from a non-Domini IRA or other retirement plan to a new or existing Domini IRA. If you are transferring to a new Domini IRA, you must attach an IRA Application.
- IRA Transfer of Assets / Direct Rollover Form
- IRA Rollover Certification Form (Please attach if funding by check)
SEP IRAs
Participate in your employer’s SEP-IRA plan (please confirm with your employer that a plan has been set up): IRA Application and Adoption Agreement
Please read: IRA Disclosure Statement and Custodial Agreement
SIMPLE IRAs
Participate in your employer’s SIMPLE IRA plan (please confirm with your employer that a plan has been set up): SIMPLE IRA Application (You must attach a copy of your employer’s SIMPLE IRA Adoption Agreement)
Transfer assets from a non-Domini SIMPLE IRA plan to a new or existing Domini SIMPLE IRA. If transferring to a new SIMPLE IRA, you must attach a SIMPLE IRA Application.
- SIMPLE IRA Transfer of Assets Form
- SIMPLE IRA Rollover Certification Form (Please attach if funding by check)
Please read: SIMPLE IRA Disclosure Statement and Custodial Agreement
Roth IRA Conversions
Convert a Traditional, SEP or SIMPLE IRA to a new or existing Domini Roth IRA. If converting to a new Roth IRA, you must attach an IRA application.
- Roth IRA Conversion Form – Internal (Use to convert a Domini IRA)
- Roth IRA Conversion Form – External (Use to convert a non-Domini IRA)
Education and Custodial Account Applications
Use these applications to invest for anyone under 18 to help them save for college responsibly.
Coverdell Education Savings Accounts (ESAs)
Transfer assets from a non-Domini Coverdell ESA to a new or existing Domini Coverdell ESA. If transferring to a new Coverdell ESA, you must attach a Coverdell ESA Application.
Please read: Coverdell ESA Disclosure Statement and Custodial Agreement
UGMA/UTMA (Custodial) Accounts
- New Account Application for Individuals (Fill out Part B of Section 1)