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 Class I Automatic Investment Plan ![]()
The Jensen Funds IRA Disclaimer Statement & Custodial Agreement ![]()
The Jensen Funds Beneficiary Change Form ![]()
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