| Open
an Account
Greenspring Fund’s Prospectus, Account Registration
forms, Shareholder Reports, and other account forms
may be obtained on-line using the Literature
menu, above.
Follow these steps to open an account. If you need assistance
with filling out a form, please call Shareholder Services
at 1-800-576-7498.
1)
Read the Prospectus carefully. You may download the
Prospectus
or request a paper copy to be sent to you by U.S. mail:
click here. The Prospectus
contains additional specific information on opening
an account.
2)
To open a Regular Account, print and
complete the New
Account Application (non-IRA). Mail the application
form with your check made payable to the Greenspring
Fund, Incorporated to the address shown below in step
#4. If you are a financial intermediary as defined
by Rule 22c-2, please download and complete the Shareholder
Information Agreement and include it with your application.
Schedule
A lists those financial intermediaries which currently
have an agreement in place with the Fund's distributor.
You
can also make an initial investment by wiring funds
to U.S. Bank, N.A. A fee may be charged by U.S. Bank
for this service. Before wiring your funds, a completed
New Account Application is required. You can mail or
overnight deliver your application to U.S. Bank, and
upon receipt, an account will be established for you.
It is necessary to obtain the new account number as
it is part of the instructions to send the wire.
The
wiring instructions are:
U.S.
Bank, N.A.
777
East Wisconsin Avenue
Milwaukee,
WI 53202
ABA#075000022
Credit:
U.S. Bancorp Fund Services, LLC
Account
#112-952-137
Further
credit: Greenspring Fund
(Your name)
(Your account number)
3)
To open an IRA account, obtain the
forms from "IRA Materials"
in the Literature section for the type
of account you are opening.
To transfer or roll over IRA account assets, fill out
the appropriate forms and mail them along with the application
to the address shown below.
If
you are retiring or changing jobs, your 401K plan and
other qualified plan assets may be rolled over to a
Traditional IRA in the Greenspring Fund.
4)
Mail the account application form with your check made
payable to the Greenspring Fund, Incorporated to the
following address:
| Regular Mail: |
|
Overnight Mail: |
| Greenspring Fund |
|
Greenspring Fund |
c/o
U.S. Bancorp
Fund Services, LLC |
|
c/o
U.S. Bancorp
Fund Services, LLC |
| P.O. Box 701 |
|
615
E. Michigan St., 3rd Floor |
| Milwaukee, WI 53201-0701 |
|
Milwaukee,
WI 53202-5207 |
You
may also purchase shares of the Greenspring Fund with
no transaction fee through Charles Schwab OneSource,
Scottrade, Fidelity Funds Network, Ameritrade Institutional,
Ameriprise Financial, and Wachovia Securities.
The Fund is also available with a transaction fee through
TD Waterhouse, American Express, Pershing, JP Morgan
Invest, Fiserv, and E*Trade.
U.S.
Bank, N.A., custodian for Greenspring Fund accounts,
charges a $15 annual fee for the maintenance of a Traditional,
ROTH, SEP, and SIMPLE IRA account, and a Coverdell Education
Savings account.
To
prevent fraud, the Fund will not accept third party
checks, Treasury checks, credit card checks, traveler's
checks or starter checks for the purchase of shares.
All checks must be in U.S. dollars drawn on domestic
banks. |