Greenspring Fund

Applications

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New Account Application (non-IRA)
Entity Account Application
IRA Application- Traditional, ROTH, SEP and SIMPLE IRAs
Coverdell Education Savings Account Application
Individual Retirement Account & Coverdell Education Savings Account Disclosure Statement and Custodian Account Agreement

 

Forms

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	Download
Account Options Form
Certification of Beneficial Owners
IRA Transfer Form
IRA Distribution Request Form
IRA Required Minimum Distribution Form
IRA Beneficiary Change Form

 

 

Documents

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	Download
Summary Prospectus dated May 1, 2022
Prospectus dated May 1, 2022
Statement of Additional Information dated May 1, 2022
Annual Report dated December 31, 2022
Third Quarter Holdings dated September 30, 2022
Semi Annual Report dated June 30, 2022
First Quarter Holdings dated March 31, 2022

 

 

 

 

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