Applications & Forms

Account Applications

• New Account Application
• Individual Retirement Account (“IRA”) Application
• Coverdell Education Savings Account (“ESA”) Application
• SIMPLE IRA Application

Account Forms

• Individual Retirement Transfer of Assets Form
• Non-Qualified Transfer of Assets Form

Custodial Agreements and Disclosure Statements

• Coverdell Education Savings Account Custodial Account Disclosure Statement
• Roth Individual Retirement Custodial Account Agreement and Disclosure Statement
• SIMPLE Individual Retirement Custodial Account Agreement and Disclosure Statement
• Traditional Individual Retirement Custodial Account Agreement and Disclosure Statement

If you are interested in opening a North Square Funds account and would like additional information, including guidance or assistance in completing these forms, please call our client contact center toll-free 1-855-551-5521.

Tax Forms

• North Square Funds 2022 Tax Form
• North Square Preferred and Income Securities Fund IRS Form 8937: Report of Organizational Actions Affecting Basis of Securities