Open an Account

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 (Trusts)
• New Account Application for Organizations (corporations, partnerships and other legal entities)

Traditional and Roth IRAs

• IRA Application and Adoption Agreement

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)

Please read: IRA Disclosure Statement and Custodial Agreement

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)

Use these applications to invest for anyone under 18 to help them save for college responsibly.

Coverdell Education Savings Accounts (ESAs)

• Coverdell ESA Application and Adoption Agreement

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.

• Coverdell ESA Transfer of Assets Form

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)