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1-800-SATURNA
IRS Forms
5305 (Traditional IRA)
5305-R (Roth IRA)
5305-B (HSA)
5305-E (ESA)
5305-SEP (for Employers)
5305-SIMPLE (for Employees)
5305-SA (for Employees)
Note: Adobe Acrobat Reader 5.0 or higher is required to open, view and input data into PDF files.
Documents & Forms
| Fact Sheet | Summary Prospectus | Prospectus | Annual Report | Semi-Annual Report | Statement of Additional Information | |
| Growth Fund | PDF |
PDF |
PDF |
PDF |
PDF |
PDF |
| International Fund | PDF |
PDF |
PDF |
PDF |
PDF |
PDF |
| Core Fund | PDF |
PDF |
PDF |
PDF |
PDF |
PDF |
| Short-Term Bond Fund | PDF |
PDF |
PDF |
PDF |
PDF |
PDF |
| Bond Income Fund | PDF |
PDF |
PDF |
PDF |
PDF |
PDF |
| Global High Income Fund | Coming in 2013! | PDF |
PDF |
PDF |
PDF |
PDF |
Sextant Mutual Funds Investment Application
Saturna Capital Documents & Forms
Saturna Capital
Consolidated Financial Statements
Saturna Brokerage Services
Saturna Brokerage Services
Brokerage Application
Pershing Asset Transfer Form
Dreyfus Money Market Funds Prospectus
Account Maintenance Forms
General Account Maintenance Form
Change of Address Form
Wire Transfer Application
Non-ACAT Asset Transfer Form
Transfer on Death Form
Electronic Funds Transfer Form
Third Party Account Access Form
Cost Basis Election Form
Retirement Brochures
Saturna Capital IRA (including Traditional & Roth)
Saturna Capital 401(k) for Employers
Saturna Capital 401(k) for Employees
Saturna Capital Employer Plans (SEP & SIMPLE)
IRA Application & Transfer Form
IRA Distribution Form
IRA Beneficiary Designation Form
SEP Application
SIMPLE Application
Investment Brochures
Saturna Capital Health Savings Accounts
HSA Application
HSA Transfer Form
HSA Beneficiary Designation Form
Saturna Capital Education Savings Accounts
ESA Application
ESA Transfer Form
