Account Applications
- New Account Application (Class A & Class C)
- New Account Application (Institutional & Class R6)
- Entity Account Application (Class A & Class C)
- Entity Account Application (Institutional & Class R6)
- Custodial Account Agreement for Individual Retirement Accounts & Coverdell Education Savings Accounts
- IRA Application (Class A & Class C) For Traditional, Roth, SEP, and SIMPLE IRAs
- IRA Application (Institutional & Class R6) For Traditional, Roth, SEP, and SIMPLE IRAs
- Coverdell Education Account Application (Class A & Class C)
- Coverdell Education Account Application (Institutional & Class R6)
Account Forms
- IRA Transfer Form (Class A & Class C)
- IRA Transfer Form (Institutional & Class R6)
- Mutual Funds Redemption Form
- IRA/Qualified Plan Distribution Request Form
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.