| Form |
Description |
| Applications for legacy Security Funds |
These funds are only available through a financial professional. If you are a financial professional, visit www.rydex-sgi-fp.com.
|
| Electronic Authorization |
For establishing the privilege to perform redemptions and exchanges via telephone.
|
| Electronic Bank Info |
Use this form to activate or update electronic bank deposits/withdrawals.
|
| Exchange Authorization |
For exchanging shares between Mutual Fund accounts.
|
| Incoming Funds Transfer Rollover |
Use this form to transfer funds from your current carrier to Rydex SGI.
|
| Limited Power of Attorney |
Use this form to give authority to another person ("attorney in fact") to act on your behalf for the Account Number indicated. This authorization must be on file with Rydex|SGI before we will activate this authority.
|
| Non-Financial Change |
Use this form to modify or change information regarding the roles on your account: Owner,
|
| Required Minimum Distribution |
The Internal Revenue Service ("IRS") requires individuals to begin receiving a Required Minimum Distribution ("RMD") from qualified account(s) at age 70 1/2. Upon attaining this age, it is your responsibility to request these distributions. Use this form to request an RMD. |
| Scheduled Systematic Withdrawals |
For automatically redeeming shares of your Mutual Fund account on a periodic basis. |
| Statement of Intention and Security Agreement |
Use this form if you plan to purchase Class A shares in an aggregate amount over a thirteen-month period (or 36-month period for purchases of $1 million or more). |
| Systematic Exchange/DCA |
For requesting periodic exchanges from one mutual fund to one or more other mutual funds. |
| Transfer on Death (TOD) |
For registering shares in a Non-Retirement Account and transferring ownership to your beneficiaries effective upon your death. |
| Withdrawal Request |
Use this form to request a one-time redemption from your account. |