| Rational Funds Account Applications |
| Rational Funds Regular Account Transfer Request Form |
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| Trust Certification Form |
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| Transfer On Death (TOD) Registration Request Form |
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| USA Patriot Act Supplemental Insert for Applications |
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| HSA Change of Beneficiary Form |
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| Rational Systematic Purchase/Withdrawal Request Form |
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| Rational Cost Basis Election Form |
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| New Account Application |
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| Certification Statement – Purchase at Net Asset Value |
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| Rational Funds Disclosure Form |
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| Rational Funds Direct IRA Applications |
| HSA Application |
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| Traditional IRA & SEP IRA Application |
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| Traditional SEP IRA Disclosure |
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| Roth IRA Application |
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| Roth IRA Disclosure |
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| SIMPLE IRA Application |
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| SIMPLE IRA Disclosure |
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| IRA Change of Beneficiary Form |
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| Rational Funds Direct Coverdell Savings Account Applications |
| Rational Coverdell ESA Change of Designation Form |
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| Rational Coverdell ESA Application |
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| Coverdell ESA Disclosure |
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| IRA Transfer Forms |
| Gift Transfer Form |
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| HSA Distribution Request Form |
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| HSA Direct Rollover/Transfer Request Form |
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| Rational Direct IRA Rollover Request Form |
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| IRA Transfer Form |
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| IRA Distribution Form |
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| Rational Coverdell ESA Transfer Form |
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| Rational Coverdell ESA Distribution Form |
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