Applications & Forms

 

The Jensen Funds Class J Shares Application The Jensen Portfolio 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 The Jensen Portfolio 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 The Jensen Portfolio 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 The Jensen Portfolio 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 The Jensen Portfolio 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 Portfolio Automatic Investment Plan

The Jensen Funds Class I Shares IRA Application The Jensen Portfolio Automatic Investment Plan

The Jensen Funds Class I Automatic Investment Plan The Jensen Portfolio Automatic Investment Plan

The Jensen Funds IRA Disclaimer Statement & Custodial Agreement The Jensen Portflio IRA Disclaimer Statement and Custodial Agreement

The Jensen Funds Beneficiary Change Form The Jensen Portfolio Beneficiary Change Form

 

Adobe Acrobat ReaderAdobe Acrobat Reader

With the free Adobe Acrobat Reader software, you can view and print Adobe Portable Document Format (PDF) files.

To obtain a Prospectus, Annual Report or additional fund literature by mail, please call us at 1-800-992-4144.

The Prospectus contains information about The Jensen Funds, including risks, fees, & expenses. Please read it carefully before you invest or send money.


Please note that The Jensen Funds referred to on this website are offered and sold only to United States residents, and the information on this website is intended only for such people. The Jensen Funds are not offered for sale in countries other than the United States and its territories. This website should not be considered a solicitation to buy or an offer to sell shares of the Jensen Funds in any jurisdiction where it would be unlawful under the securities law of that jurisdiction.