Applications & Forms
The Jensen Funds Class J Shares Application
Use this form to invest in Regular/Taxable accounts for Individuals, Joint, Gifts to Minors, Corporation/Trust, Partnership, or other entity.
The Jensen Funds Class J Shares IRA Application
Use this form to invest in a Regular, Roth, SEP, Simple, Transfer or Rollover IRA account.
The Jensen Funds Coverdell Education Savings Account Application
Use this form to open or transfer an existing Coverdell Education Savings Account (CESA).
The Jensen Funds IRA or CESA Transfer Form
Use this form to transfer an existing IRA or CESA from another account a The Jensen Funds IRA or CESA.
The Jensen Funds Class J Automatic Investment Plan
Use this form to set up an automatic monthly debit from your bank account into The Jensen Funds. Please read the Prospectus for account details.
The Jensen Funds Class
I Shares Purchase Application
The Jensen Funds Class
I Shares IRA Application
The Jensen Funds IRA Disclaimer Statement & Custodial Agreement
The Jensen Funds Beneficiary Change Form
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