In our library you can find all of the documents needed to invest in the Symons Institutional Funds. Please read our prospectus before investing. All of these documents are in Adobe Acrobat PDF format. You must have Acrobat Reader to view these documents.
Symons Statement of Additional Information - This Statement of Additional Information (SAI) is not a prospectus . It should be read in conjunction with the Prospectus of the Symons Fund dated March 31, 2010.
Symons General Application - As an investor, you are responsible for selecting a form of ownership that complies with the laws of your state of residence. Consult your financial advisor or an attorney if you need assistance.
Common Rollovers, Distributions, Transfers and Change Forms
Symons Direct Rollover Request - The IRA Direct Rollover Request Form is used to facilitate the direct rollover of assets between a tax-qualified plan and a Traditional or Roth IRA. This form should not be used to facilitate a rollover or direct transfer of assets between IRAs. You will need to complete a New Account Agreement if you do not already have an account established.
Symons IRA Transfer Form - The IRA Transfer Request Form is used to facilitate the transfer of assets between two IRAs. This form may be used to transfer Traditional, Roth, SEP, or SIMPLE IRA assets from one IRA Trustee/Custodian/Issuer to another. This form should not be used to facilitate a rollover of assets from an employer-sponsored qualified plan or to convert Traditional, SEP or SIMPLE IRA assets to a Roth IRA. If you have any questions regarding this form, please call Shareholder Services at 877-6-SYMONS (877-679-6667). Note: Please complete a New Account Agreement if you do not already have an account established.
Symons IRA Distribution Form - Complete the IRA Request For Distributions Form to request a one time or systematic distribution from your IRA. If you have any questions regarding this form, please call Shareholder Services at 877-6-SYMONS (877-679-6667).
Symons TOD Form - Use this Transfer On Death Registration Form to name a beneficiary on your account. If you have any questions regarding this form, please call Shareholder Services at 877-6-SYMONS (877-679-6667).
Symons Gift Transfer Form - Use this form to give shares of your mutual fund account as a gift to an individual or a charity.
Symons 403(b)(7) Distribution Request Form - This form is used by 403(b) owners and beneficiaries of deceased 403(b) owners to request a distribution from an existing non-ERISA 403(b)(7) custodial account.
Feel free to call toll-free 877-6-SYMONS (877-679-6667) if you have additional questions.
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds before investing. The Funds' prospectus contains this and other information about the Funds, and should be read carefully before investing. You may obtain a current copy of the Funds' prospectus by calling 1-877-679-6667. The Funds' past performance does not guarantee future results. The investment return and principal value of an investment in the Funds will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Funds may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-877-679-6667. The Symons Institutional Funds are distributed by Unified Financial Securities, Inc., 2960 N. Meridian Street, Suite 300, Indianapolis, IN 46208-4715 (Member FINRA).
Symons Inst. Funds Prospectus
